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iShares Morningstar Value ETF

50 hedge funds and large institutions have $155M invested in iShares Morningstar Value ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
15
Closed
6
Calls
$82.4M
Puts
$1.08B
Net Calls
-$1B
Net Calls Change
+$359M
Name Market Value Shares Shares
Change
Shares
Change %
Axa
1
Axa
France
$42.9M 430,336 -11,000 -2%
Bank of America
2
Bank of America
North Carolina
$16.9M 169,916 +52,564 +45%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.8M 138,726 -2,507 -2%
GG
4
GenWealth Group
New Jersey
$12.3M 123,166 +11,539 +10%
Morgan Stanley
5
Morgan Stanley
New York
$10.3M 102,925 +5,568 +6%
SFI
6
SPC Financial Inc
Maryland
$9.61M 96,518 +1,488 +2%
Wells Fargo
7
Wells Fargo
California
$6.91M 69,380 -3,067 -4%
LPL Financial
8
LPL Financial
California
$6.21M 62,293 -1,981 -3%
Goldman Sachs
9
Goldman Sachs
New York
$4.45M 44,696
UBS Group
10
UBS Group
Switzerland
$4.4M 44,180 -336 -0.8%
HighTower Advisors
11
HighTower Advisors
Illinois
$3.24M 32,573 +32,573 New
TRCT
12
Tower Research Capital (TRC)
New York
$3.09M 30,989 +30,989 New
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$3M 30,127 +1,737 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.29M 23,001 -1,210 -5%
CMP
15
Courage Miller Partners
Virginia
$1.9M 19,035 -359 -2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.7M 17,019 +9,604 +130%
RJA
17
Raymond James & Associates
Florida
$1.57M 15,797 +203 +1%
CAN
18
Cetera Advisor Networks
California
$1.53M 15,423 -388 -2%
Ameriprise
19
Ameriprise
Minnesota
$1.19M 11,908 +629 +6%
Citigroup
20
Citigroup
New York
$1.07M 10,754 -44 -0.4%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$628K 6,302 +2,119 +51%
BRWA
22
B. Riley Wealth Advisors
Florida
$562K 5,642 -100 -2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$558K 5,599 +779 +16%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$509K 5,110 -2,927 -36%
AG
25
Advisor Group
Arizona
$459K 4,596 -530 -10%