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iShares Morningstar Small-Cap ETF

53 hedge funds and large institutions have $62.9M invested in iShares Morningstar Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13M -$3.6M -80,464 -22%
Ameriprise
2
Ameriprise
Minnesota
$8.83M +$1.89M +42,276 +27%
LPL Financial
3
LPL Financial
California
$3.92M -$25K -560 -0.6%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.8M -$1.09M -24,380 -22%
Wells Fargo
5
Wells Fargo
California
$3.6M +$843K +18,856 +31%
Jane Street
6
Jane Street
New York
$2.84M -$3.25M -72,636 -53%
PAG
7
Private Advisor Group
New Jersey
$2.57M -$247K -5,520 -9%
BAMG
8
Brand Asset Management Group
Missouri
$2.5M +$2.5M +55,992 New
Citigroup
9
Citigroup
New York
$2.49M +$10.4K +232 +0.4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.31M +$38.4K +860 +2%
UBS Group
11
UBS Group
Switzerland
$2.17M +$41.7K +932 +2%
Goldman Sachs
12
Goldman Sachs
New York
$1.99M -$214K -4,800 -10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.56M -$52.4K -1,172 -3%
VFA
14
Voya Financial Advisors
Connecticut
$1.35M +$77.8K +1,740 +6%
CL
15
Choreo LLC
Illinois
$1.29M -$13.4K -300 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$847K +$174K +3,884 +26%
VF
17
Virtu Financial
New York
$657K +$81.1K +1,816 +14%
NFG
18
Nations Financial Group
Iowa
$634K +$81K +1,812 +15%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$616K -$21.8K -488 -3%
Bank of America
20
Bank of America
North Carolina
$577K -$149K -3,328 -21%
RJA
21
Raymond James & Associates
Florida
$507K +$60.1K +1,344 +13%
ACP
22
Aveo Capital Partners
Colorado
$503K -$6.08K -136 -1%
SHA
23
Seneca House Advisors
Virginia
$496K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$450K
PCM
25
Parsons Capital Management
Rhode Island
$442K