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iShares Morningstar Small-Cap ETF

56 hedge funds and large institutions have $95.2M invested in iShares Morningstar Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$32.3M +$11.6M +110,788 +56%
Morgan Stanley
2
Morgan Stanley
New York
$13.2M +$2.7K +60 +0%
Citadel Advisors
3
Citadel Advisors
Florida
$7.6M +$7.6M +168,688 New
PAG
4
Private Advisor Group
New Jersey
$6.79M +$4.2M +93,220 +162%
Wells Fargo
5
Wells Fargo
California
$4.68M +$1.05M +23,244 +29%
LPL Financial
6
LPL Financial
California
$4M +$54.4K +1,208 +1%
Citigroup
7
Citigroup
New York
$2.53M +$19.8K +440 +0.8%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.33M +$4.15K +92 +0.2%
BAMG
9
Brand Asset Management Group
Missouri
$2.29M -$232K -5,156 -9%
UBS Group
10
UBS Group
Switzerland
$2.12M -$67.2K -1,492 -3%
Goldman Sachs
11
Goldman Sachs
New York
$2M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.56M -$16.6K -368 -1%
VFA
13
Voya Financial Advisors
Connecticut
$1.38M +$10.1K +224 +0.7%
CL
14
Choreo LLC
Illinois
$1.31M +$3.98K +88 +0.3%
Jane Street
15
Jane Street
New York
$973K -$1.89M -41,892 -66%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$946K +$92.1K +2,044 +11%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$851K -$2.98M -66,128 -78%
ACP
18
Aveo Capital Partners
Colorado
$774K +$307K +7,416 +66%
MML Investors Services
19
MML Investors Services
Massachusetts
$754K +$754K +16,724 New
Bank of America
20
Bank of America
North Carolina
$694K +$114K +2,524 +20%
NFG
21
Nations Financial Group
Iowa
$686K +$47K +1,044 +7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$631K +$10.1K +224 +2%
RJA
23
Raymond James & Associates
Florida
$523K +$11.9K +264 +2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$520K +$70.3K +1,560 +16%
SHA
25
Seneca House Advisors
Virginia
$500K