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iShares Morningstar Small-Cap Value ETF

81 hedge funds and large institutions have $115M invested in iShares Morningstar Small-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
30
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$531K +$531K +11,313 New
FIM
27
Freedom Investment Management
Connecticut
$509K -$34.9K -744 -6%
TH
28
Timber Hill
Connecticut
$484K +$79.8K +1,698 +20%
CFA
29
Camarda Financial Advisors
Florida
$477K -$378K -8,037 -44%
PAG
30
Private Advisor Group
New Jersey
$474K +$26.3K +564 +6%
FAAS
31
First Allied Advisory Services
California
$432K +$70.9K +1,512 +20%
MWAC
32
Mariner Wealth Advisors (Cincinnati)
Ohio
$418K
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$365K +$39.6K +843 +12%
OAM
34
Oppenheimer Asset Management
New York
$333K -$141 -3 -0%
LFAS
35
Level Four Advisory Services
Texas
$327K
CA
36
Cetera Advisors
Colorado
$318K
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$295K -$9K -192 -3%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$288K -$10.9K -231 -4%
GWM
39
Geneos Wealth Management
Colorado
$275K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$275K +$65.9K +1,401 +31%
SI
41
SII Investments
Wisconsin
$269K -$32.2K -687 -11%
NPC
42
National Planning Corporation
California
$268K +$24.2K +510 +10%
AMG
43
Asset Management Group
Connecticut
$250K -$12K -255 -5%
FLI
44
Family Legacy Inc
South Carolina
$247K +$20.3K +432 +9%
Mariner
45
Mariner
Kansas
$238K
FA
46
FDx Advisors
Illinois
$238K +$38.8K +828 +19%
VFA
47
Voya Financial Advisors
Connecticut
$238K +$38.8K +828 +19%
SPC
48
Sigma Planning Corp
Michigan
$213K -$7.62K -162 -3%
EDRH
49
Edmond de Rothschild Holding
Switzerland
$189K
Creative Planning
50
Creative Planning
Kansas
$181K +$2.82K +60 +2%