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iShares Morningstar Small-Cap ETF

53 hedge funds and large institutions have $62.4M invested in iShares Morningstar Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$418K
TH
27
Timber Hill
Connecticut
$363K -$52.4K -1,240 -13%
LFAS
28
Level Four Advisory Services
Texas
$356K
AG
29
Advisor Group
Arizona
$353K -$25.3K -600 -7%
Mariner
30
Mariner
Kansas
$307K +$307K +7,280 New
IF
31
Ironwood Financial
Arizona
$229K
US Bancorp
32
US Bancorp
Minnesota
$127K
BA
33
Ballew Advisors
Mississippi
$91K +$91K +2,152 New
SWP
34
Stratos Wealth Partners
Ohio
$70K +$70K +1,652 New
WEC
35
Winslow Evans & Crocker
Massachusetts
$39.7K
IWM
36
IHT Wealth Management
Illinois
$31K +$3.9K +96 +14%
SWM
37
SeaCrest Wealth Management
New York
$27K
HCM
38
Highlander Capital Management
New Jersey
$26K
CPIG
39
Chicago Partners Investment Group
Illinois
$20K
FWM
40
Focused Wealth Management
New York
$19K
ML
41
McAdam LLC
Pennsylvania
$18K +$18K +420 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$17K +$17K +412 New
CCA
43
Clearwater Capital Advisors
Illinois
$13K +$13K +312 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$12K +$6K +140 +100%
CAC
45
Certified Advisory Corp
Florida
$11K
GWM
46
Geneos Wealth Management
Colorado
$10K
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$9K
APA
48
American Portfolios Advisors
New York
$8.44K
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$8K
TFS
50
TrustCore Financial Services
Tennessee
$8K