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iShares Morningstar Small-Cap Value ETF

62 hedge funds and large institutions have $118M invested in iShares Morningstar Small-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
7
Increased
22
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$939K +$939K +22,380 New
SI
27
SII Investments
Wisconsin
$904K -$120K -2,859 -12%
CPIG
28
Chicago Partners Investment Group
Illinois
$803K -$9.82K -234 -1%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$719K -$273K -6,507 -28%
BRWA
30
B. Riley Wealth Advisors
Florida
$677K -$38.4K -915 -5%
ECM
31
ETrade Capital Management
Virginia
$592K +$10.3K +246 +2%
SC
32
Scotia Capital
Ontario, Canada
$442K
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$418K -$4.77K -114 -1%
SPC
34
Sigma Planning Corp
Michigan
$351K +$1.01K +24 +0.3%
FIM
35
Freedom Investment Management
Connecticut
$340K +$23.5K +561 +7%
VF
36
Virtu Financial
New York
$320K +$320K +7,635 New
CA
37
Cetera Advisors
Colorado
$317K -$2.52K -60 -0.8%
BPC
38
Banque Pictet & Cie
Switzerland
$292K
HF
39
HRT Financial
New York
$239K +$239K +5,718 New
PAG
40
Private Advisor Group
New Jersey
$232K -$9.44K -225 -4%
AMG
41
Asset Management Group
Connecticut
$224K +$1.01K +24 +0.5%
Mariner
42
Mariner
Kansas
$213K +$213K +5,067 New
PMFA
43
Plante Moran Financial Advisors
Michigan
$126K
Citigroup
44
Citigroup
New York
$105K -$49.4K -1,179 -32%
AF
45
Allworth Financial
California
$99K +$4.28K +102 +5%
NFG
46
Next Financial Group
Texas
$94K +$15.7K +375 +20%
KA
47
Klingman & Associates
New York
$83K
ASN
48
Advisory Services Network
Georgia
$71K
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$63K -$27.1K -645 -30%
Barclays
50
Barclays
United Kingdom
$44K