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iShares Morningstar Small-Cap ETF

53 hedge funds and large institutions have $71.9M invested in iShares Morningstar Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.7M -$839K -14,299 -4%
LPL Financial
2
LPL Financial
California
$6.25M +$106K +1,805 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.1M +$90.6K +1,544 +2%
AAS
4
Avantax Advisory Services
Texas
$3.8M +$532K +9,063 +16%
Ameriprise
5
Ameriprise
Minnesota
$3.16M -$236K -4,027 -7%
Wells Fargo
6
Wells Fargo
California
$2.19M -$85.4K -1,455 -4%
BAMG
7
Brand Asset Management Group
Missouri
$2.14M -$35.8K -610 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.05M -$257K -4,386 -11%
UBS Group
9
UBS Group
Switzerland
$1.95M -$4.52K -77 -0.2%
Bank of America
10
Bank of America
North Carolina
$1.93M +$90.4K +1,541 +5%
SAS
11
Sanford Advisory Services
Michigan
$1.66M -$85.8K -1,464 -5%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.42M
CL
13
Choreo LLC
Illinois
$1.39M +$5.87K +100 +0.4%
ACP
14
Aveo Capital Partners
Colorado
$1.37M -$4.99K -85 -0.4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.32M -$3.52M -59,921 -73%
NFG
16
Nations Financial Group
Iowa
$1.29M +$32.1K +547 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.12M +$11.4K +195 +1%
Citadel Advisors
18
Citadel Advisors
Florida
$1.1M -$7.38M -125,784 -87%
SFS
19
Sowell Financial Services
Arkansas
$1.07M -$1.64M -27,985 -61%
PAG
20
Private Advisor Group
New Jersey
$927K +$9.56K +163 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$922K -$4.14M -70,672 -82%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$704K -$5.92K -101 -0.8%
KAS
23
Kestra Advisory Services
Texas
$622K -$165K -2,810 -21%
Citigroup
24
Citigroup
New York
$611K -$24.8K -422 -4%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$601K +$25.9K +442 +5%