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iShares Morningstar Small-Cap Value ETF

102 hedge funds and large institutions have $145M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
31
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$1.05M -$6.27K -121 -0.6%
MHS
27
M Holdings Securities
Oregon
$1.05M +$181K +3,495 +21%
IWM
28
IHT Wealth Management
Illinois
$1.04M -$24.9K -481 -2%
Comerica Bank
29
Comerica Bank
Texas
$923K +$923K +17,817 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$879K -$292K -5,640 -25%
JCIA
31
Jackson Creek Investment Advisors
Colorado
$867K +$12K +297 +1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$828K -$87.1K -1,682 -10%
DADC
33
D.A. Davidson & Co
Montana
$823K -$127K -2,457 -13%
MA
34
MONECO Advisors
Connecticut
$812K +$8.34K +161 +1%
PIA
35
Panoramic Investment Advisors
Colorado
$741K +$741K +14,304 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$724K
TRCT
37
Tower Research Capital (TRC)
New York
$720K +$113K +2,174 +19%
Osaic Holdings
38
Osaic Holdings
Arizona
$695K +$118K +2,273 +20%
Mariner
39
Mariner
Kansas
$645K +$23.3K +449 +4%
PSF
40
Pacific Sun Financial
California
$644K -$36K -695 -5%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$609K +$28.6K +552 +5%
CMP
42
Courage Miller Partners
Virginia
$609K -$880 -17 -0.1%
BDF
43
Black Diamond Financial
Maryland
$533K +$24.4K +471 +5%
PIA
44
Perennial Investment Advisors
California
$516K -$50.1K -967 -9%
MCCA
45
Mill Creek Capital Advisors
Pennsylvania
$488K
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$430K -$2.38K -46 -0.6%
MFG
47
Merit Financial Group
Georgia
$417K +$7.35K +142 +2%
FTUS
48
Flow Traders U.S.
New York
$402K +$402K +7,757 New
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$402K +$402K +7,760 New
LNC
50
Lincoln National Corp
Pennsylvania
$399K