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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.

New
Increased
Maintained
Reduced
Closed
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 %
Citigroup
51
Citigroup
New York
$175K +$1.55K +33 +0.9%
OIA
52
OneDigital Investment Advisors
Kansas
$146K +$146K +3,102 New
PMFA
53
Plante Moran Financial Advisors
Michigan
$141K
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$108K +$25.7K +546 +31%
AAP
55
Arax Advisory Partners
Colorado
$100K -$17.9K -381 -15%
NFG
56
Next Financial Group
Texas
$68K
CPIG
57
Chicago Partners Investment Group
Illinois
$61K -$1.71M -35,967 -97%
CFD
58
Creative Financial Designs
Indiana
$60K -$3.67K -78 -6%
FCB
59
First Command Bank
Texas
$42K +$31.7K +675 +308%
FCFS
60
First Command Financial Services
Texas
$42K +$31.7K +675 +308%
TRCT
61
Tower Research Capital (TRC)
New York
$42K +$42K +900 New
UBS AM
62
UBS AM
Illinois
$39.6K
TWA
63
TCI Wealth Advisors
Arizona
$33K -$1.55K -33 -4%
ASN
64
Advisory Services Network
Georgia
$30K -$26.6K -564 -47%
LCM
65
Liberty Capital Management
Michigan
$28K
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$28K
TCOV
67
Trust Company of Vermont
Vermont
$24K
US Bancorp
68
US Bancorp
Minnesota
$23K +$2.4K +51 +12%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$137 +3 +0.8%
IA
70
IFP Advisors
Florida
$17K -$12.5K -270 -42%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$17K -$1.5K -33 -8%
AssetMark Inc
72
AssetMark Inc
California
$13K
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12K
IF
74
Ironwood Financial
Arizona
$8K
TAIM
75
TD Ameritrade Investment Management
Nebraska
$4K -$2K -39 -33%