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iShares Morningstar Small-Cap Value ETF

61 hedge funds and large institutions have $98.1M invested in iShares Morningstar Small-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
17
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$418K -$16.9K -426 -4%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$392K -$36.5K -918 -9%
SI
28
SII Investments
Wisconsin
$370K +$370K +9,306 New
MWAC
29
Mariner Wealth Advisors (Cincinnati)
Ohio
$354K
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$319K -$38.5K -966 -11%
CA
31
Cetera Advisors
Colorado
$307K +$17.6K +444 +6%
BPC
32
Banque Pictet & Cie
Switzerland
$277K
MFS
33
MSI Financial Services
Massachusetts
$261K -$9.17K -231 -3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$246K
GWM
35
Geneos Wealth Management
Colorado
$232K +$232K +5,865 New
PAG
36
Private Advisor Group
New Jersey
$223K +$3.23K +81 +1%
Mariner
37
Mariner
Kansas
$222K
AMG
38
Asset Management Group
Connecticut
$217K +$2.5K +63 +1%
ICAS
39
Investors Capital Advisory Services
Massachusetts
$215K -$261K -6,606 -55%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$159K -$155K -3,900 -49%
Creative Planning
41
Creative Planning
Kansas
$159K
PMFA
42
Plante Moran Financial Advisors
Michigan
$119K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$103K +$103K +2,595 New
AF
44
Allworth Financial
California
$101K -$2.14K -54 -2%
NFG
45
Next Financial Group
Texas
$81K
KA
46
Klingman & Associates
New York
$79K
Citigroup
47
Citigroup
New York
$70K -$52.1K -1,320 -43%
TRCT
48
Tower Research Capital (TRC)
New York
$60K +$60K +1,506 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$51K -$64K -1,596 -56%
ASN
50
Advisory Services Network
Georgia
$48K