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iShares Morningstar Small-Cap ETF

38 hedge funds and large institutions have $48.5M invested in iShares Morningstar Small-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$170K 1,344 +196 +17%
CFA
27
CT Financial Advisors
Pennsylvania
$81.3K 643
BKA
28
Brick & Kyle Associates
Pennsylvania
$57K 450
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$48K 383 -105 -22%
UFA
30
US Financial Advisors
Massachusetts
$43K 336 +336 New
FWM
31
Focused Wealth Management
New York
$36K 286
WEC
32
Winslow Evans & Crocker
Massachusetts
$34.2K 270
BFEC
33
Benjamin F. Edwards & Company
Missouri
$24K 189
TFA
34
Transamerica Financial Advisors
Florida
$22K 168 -108 -39%
MFS
35
MSI Financial Services
Massachusetts
$16K 123 +45 +58%
NFG
36
Next Financial Group
Texas
$3K 24
ASN
37
Advisory Services Network
Georgia
$1K 6
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
-2,913 Closed
BRWA
39
B. Riley Wealth Advisors
Florida
-1,891 Closed
PAG
40
Private Advisor Group
New Jersey
-1,686 Closed
CA
41
Cetera Advisors
Colorado
-1,578 Closed
CIBC World Market
42
CIBC World Market
Ontario, Canada
-1,534 Closed
CS
43
Comerica Securities
Michigan
-1,440 Closed
MAM
44
Meeder Asset Management
Ohio
-341 Closed
Parallax Volatility Advisers
45
Parallax Volatility Advisers
California
$0 1