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iShares Morningstar Small-Cap Value ETF

100 hedge funds and large institutions have $182M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
32
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$970K -$25.8K -496 -3%
DADC
27
D.A. Davidson & Co
Montana
$955K +$573 +11 +0.1%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$950K -$7.97K -153 -0.8%
PIA
29
Perennial Investment Advisors
California
$908K +$7.86K +151 +0.9%
Citadel Advisors
30
Citadel Advisors
Florida
$881K -$2.9M -55,658 -77%
RJA
31
Raymond James & Associates
Florida
$862K +$30K +577 +4%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$839K +$839K +16,120 New
JCIA
33
Jackson Creek Investment Advisors
Colorado
$834K -$68.2K -1,722 -8%
CMP
34
Courage Miller Partners
Virginia
$791K -$33.8K -650 -4%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$754K -$61.7K -1,185 -8%
PIA
36
Panoramic Investment Advisors
Colorado
$738K +$738K +14,170 New
PSF
37
Pacific Sun Financial
California
$688K -$7.81K -150 -1%
Mariner
38
Mariner
Kansas
$616K
CA
39
Cetera Advisors
Colorado
$575K -$3.9K -75 -0.7%
Osaic Holdings
40
Osaic Holdings
Arizona
$533K +$36.8K +706 +7%
MFG
41
Merit Financial Group
Georgia
$526K +$136K +2,612 +35%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$524K +$84.6K +1,625 +19%
BDF
43
Black Diamond Financial
Maryland
$490K +$132K +2,527 +37%
MCCA
44
Mill Creek Capital Advisors
Pennsylvania
$489K +$489K +9,399 New
DAS
45
Dynamic Advisor Solutions
Arizona
$464K +$29K +558 +7%
TW
46
Towerpoint Wealth
California
$444K -$312 -6 -0.1%
CAN
47
Cetera Advisor Networks
California
$435K -$28.1K -540 -6%
LNC
48
Lincoln National Corp
Pennsylvania
$429K +$12.2K +235 +3%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$359K -$50.7K -973 -12%
LFAS
50
Level Four Advisory Services
Texas
$349K