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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 %
Morgan Stanley
1
Morgan Stanley
New York
$15.7M +$6.92K +164 +0%
Ameriprise
2
Ameriprise
Minnesota
$6.56M -$4.23M -100,156 -39%
Jane Street
3
Jane Street
New York
$5.74M +$4.31M +102,072 +300%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.62M +$1.19M +28,236 +35%
LPL Financial
5
LPL Financial
California
$3.72M -$333K -7,892 -8%
PAG
6
Private Advisor Group
New Jersey
$2.66M +$463K +10,968 +21%
Wells Fargo
7
Wells Fargo
California
$2.61M -$1.52M -36,024 -37%
Citigroup
8
Citigroup
New York
$2.34M +$169K +4,008 +8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.15M +$28.7K +680 +1%
Goldman Sachs
10
Goldman Sachs
New York
$2.08M -$646K -15,312 -24%
UBS Group
11
UBS Group
Switzerland
$2.01M -$1.16M -27,452 -37%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.53M +$86.6K +2,052 +6%
CL
13
Choreo LLC
Illinois
$1.23M +$3.21K +76 +0.3%
VFA
14
Voya Financial Advisors
Connecticut
$1.19M -$35.8K -856 -3%
Bank of America
15
Bank of America
North Carolina
$684K -$1.1M -26,152 -62%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$636K +$58.4K +1,384 +10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$602K +$12.5K +296 +2%
VF
18
Virtu Financial
New York
$544K +$350K +8,300 +180%
NFG
19
Nations Financial Group
Iowa
$522K -$15K -356 -3%
ACP
20
Aveo Capital Partners
Colorado
$481K
SHA
21
Seneca House Advisors
Virginia
$469K -$5.74K -136 -1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$424K -$20.9K -496 -5%
RJA
23
Raymond James & Associates
Florida
$422K +$127K +3,020 +43%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$420K +$36.1K +856 +9%
PCM
25
Parsons Capital Management
Rhode Island
$418K