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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 %
PO
51
Private Ocean
California
$8K +$8K +208 New
GRP
52
Global Retirement Partners
California
$5K
Franklin Resources
53
Franklin Resources
California
-$218K -5,000 Closed
CA
54
Calton & Associates
Florida
-$68K -1,512 Closed
JCM
55
Jacobi Capital Management
Pennsylvania
-$7K -160 Closed