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iShares Morningstar Small-Cap Value ETF

82 hedge funds and large institutions have $150M invested in iShares Morningstar Small-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+15
Holders Change %
+22.39%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
33
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FA
51
FDx Advisors
Illinois
$204K 1,416 +1,416 New
VFA
52
Voya Financial Advisors
Connecticut
$202K 1,416 +1,416 New
EDRH
53
Edmond de Rothschild Holding
Switzerland
$193K 1,340 +468 +54%
Creative Planning
54
Creative Planning
Kansas
$183K 1,266 +75 +6%
Citigroup
55
Citigroup
New York
$178K 1,232 +588 +91%
PMFA
56
Plante Moran Financial Advisors
Michigan
$144K 1,000
AAP
57
Arax Advisory Partners
Colorado
$120K 836 +1 +0.1%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$84K 584 +284 +95%
NFG
59
Next Financial Group
Texas
$70K 485 -1,007 -67%
CFD
60
Creative Financial Designs
Indiana
$65K 451
ASN
61
Advisory Services Network
Georgia
$58K 400 +400 New
UBS AM
62
UBS AM
Illinois
$40.5K 281 -9 -3%
TWA
63
TCI Wealth Advisors
Arizona
$35K 245 +245 New
IA
64
IFP Advisors
Florida
$31K 212 -8 -4%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$29K 200
LCM
66
Liberty Capital Management
Michigan
$29K 200 +200 New
TCOV
67
Trust Company of Vermont
Vermont
$24K 167
US Bancorp
68
US Bancorp
Minnesota
$21K 146 +27 +23%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$19K 136 +105 +339%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$18K 130 +1 +0.8%
AssetMark Inc
71
AssetMark Inc
California
$13K 89
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K 85
FCFS
73
First Command Financial Services
Texas
$11K 73
FCB
74
First Command Bank
Texas
$11K 73
IF
75
Ironwood Financial
Arizona
$8K 57 -20 -26%