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iShares Morningstar Small-Cap ETF

49 hedge funds and large institutions have $56.2M invested in iShares Morningstar Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
16
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.4M -$498K -13,156 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.47M -$398K -10,516 -8%
LPL Financial
3
LPL Financial
California
$3.72M -$105K -2,776 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.39M -$103K -2,712 -4%
Ameriprise
5
Ameriprise
Minnesota
$2.18M -$246K -6,500 -10%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.15M +$1.26M +33,168 +141%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.03M +$84.9K +2,244 +4%
Wells Fargo
8
Wells Fargo
California
$1.89M -$1.58M -41,788 -46%
Goldman Sachs
9
Goldman Sachs
New York
$1.65M
PWM
10
Provident Wealth Management
Tennessee
$1.52M +$336K +8,884 +28%
BAMG
11
Brand Asset Management Group
Missouri
$1.52M -$133K -3,504 -8%
Citigroup
12
Citigroup
New York
$1.41M +$26.8K +708 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.25M -$1.99M -52,604 -61%
CL
14
Choreo LLC
Illinois
$1.13M +$9.69K +256 +0.9%
UBS Group
15
UBS Group
Switzerland
$1.12M -$140K -3,696 -11%
AAS
16
Avantax Advisory Services
Texas
$1.03M +$37.4K +988 +4%
VFA
17
Voya Financial Advisors
Connecticut
$1.02M -$106K -2,824 -9%
Bank of America
18
Bank of America
North Carolina
$940K -$297K -7,844 -24%
TC
19
TAP Consulting
Missouri
$724K +$1.21K +32 +0.2%
NFG
20
Nations Financial Group
Iowa
$671K -$11.7K -308 -2%
PAG
21
Private Advisor Group
New Jersey
$640K -$221K -5,832 -26%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$497K -$145K -3,824 -23%
Jane Street
23
Jane Street
New York
$434K -$6.51K -172 -1%
RJA
24
Raymond James & Associates
Florida
$394K +$22.7K +600 +6%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$371K -$197K -5,220 -35%