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iShares Morningstar Small-Cap ETF

39 hedge funds and large institutions have $43M invested in iShares Morningstar Small-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.2M +$670K +19,324 +5%
LPL Financial
2
LPL Financial
California
$4.84M +$823K +23,744 +20%
Wells Fargo
3
Wells Fargo
California
$4.1M +$26.5K +764 +0.7%
Ameriprise
4
Ameriprise
Minnesota
$2.81M +$329K +9,484 +13%
PCM
5
Parsons Capital Management
Rhode Island
$2.27M +$241K +6,940 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2M -$4.67M -134,844 -70%
Citigroup
7
Citigroup
New York
$1.5M +$36.8K +1,064 +3%
Goldman Sachs
8
Goldman Sachs
New York
$1.5M -$133K -3,844 -8%
UBS Group
9
UBS Group
Switzerland
$1.26M +$1.26M +36,444 New
Bank of America
10
Bank of America
North Carolina
$1.2M -$31.6K -912 -3%
CL
11
Choreo LLC
Illinois
$1.07M +$2.91K +84 +0.3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.05M -$4.29M -124,208 -80%
CA
13
Cetera Advisors
Colorado
$815K -$97K -2,796 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$745K -$10.3K -296 -1%
PAG
15
Private Advisor Group
New Jersey
$540K -$30.5K -880 -5%
PI
16
Placemark Investments
Illinois
$472K -$14.5K -420 -3%
NPC
17
National Planning Corporation
California
$462K -$21.2K -628 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$399K +$20.4K +588 +5%
NFG
19
Next Financial Group
Texas
$355K +$24.9K +720 +8%
CS
20
Credit Suisse
Switzerland
$336K
CAN
21
Cetera Advisor Networks
California
$206K +$206K +5,988 New
CIBC World Market
22
CIBC World Market
Ontario, Canada
$204K -$103K -2,972 -34%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$188K +$83K +2,396 +79%
CFA
24
CT Financial Advisors
Pennsylvania
$88.7K +$88.7K +2,556 New
BKA
25
Brick & Kyle Associates
Pennsylvania
$62K +$62K +1,800 New