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iShares Morningstar Small-Cap Value ETF

98 hedge funds and large institutions have $151M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
29
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$1.1M
CA
27
Cetera Advisors
Colorado
$1.1M -$28.3K -524 -3%
DADC
28
D.A. Davidson & Co
Montana
$992K +$486 +9 +0%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$955K -$225K -4,158 -19%
MHS
30
M Holdings Securities
Oregon
$901K -$177K -3,270 -16%
JCIA
31
Jackson Creek Investment Advisors
Colorado
$891K +$5.8K +138 +0.7%
MA
32
MONECO Advisors
Connecticut
$839K +$74.8K +1,384 +10%
RJA
33
Raymond James & Associates
Florida
$802K -$57.5K -1,065 -7%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$755K -$1.19K -22 -0.2%
PSF
35
Pacific Sun Financial
California
$686K +$686K +13,142 New
Mariner
36
Mariner
Kansas
$649K +$9.56K +177 +1%
CMP
37
Courage Miller Partners
Virginia
$636K -$702 -13 -0.1%
TRCT
38
Tower Research Capital (TRC)
New York
$634K +$177K +3,275 +39%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$606K -$232K -4,286 -28%
Osaic Holdings
40
Osaic Holdings
Arizona
$602K +$35.1K +649 +6%
PIA
41
Perennial Investment Advisors
California
$591K -$227K -4,210 -28%
BDF
42
Black Diamond Financial
Maryland
$531K +$2.32K +43 +0.4%
MCCA
43
Mill Creek Capital Advisors
Pennsylvania
$510K
TW
44
Towerpoint Wealth
California
$462K +$540 +10 +0.1%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$451K -$465K -8,614 -51%
MFG
46
Merit Financial Group
Georgia
$427K +$10.6K +197 +3%
LNC
47
Lincoln National Corp
Pennsylvania
$416K -$29.5K -546 -7%
CAN
48
Cetera Advisor Networks
California
$362K -$97.7K -1,808 -21%
LFAS
49
Level Four Advisory Services
Texas
$362K
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$347K +$9.29K +172 +3%