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iShares Morningstar Small-Cap Value ETF

79 hedge funds and large institutions have $121M invested in iShares Morningstar Small-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
28
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
$148K -$3.37K -69 -2%
PMFA
52
Plante Moran Financial Advisors
Michigan
$147K
Citigroup
53
Citigroup
New York
$143K -$39.3K -804 -22%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$124K +$12.1K +249 +11%
IWM
55
IHT Wealth Management
Illinois
$84K -$4.26K -87 -5%
AAP
56
Arax Advisory Partners
Colorado
$75K -$28.5K -585 -28%
CFD
57
Creative Financial Designs
Indiana
$59K -$3.69K -75 -6%
FCFS
58
First Command Financial Services
Texas
$44K
FCB
59
First Command Bank
Texas
$44K
UBS AM
60
UBS AM
Illinois
$41.2K
TWA
61
TCI Wealth Advisors
Arizona
$34K
IA
62
IFP Advisors
Florida
$34K +$16.3K +339 +93%
ASN
63
Advisory Services Network
Georgia
$31K
LCM
64
Liberty Capital Management
Michigan
$30K
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$29K
TCOV
66
Trust Company of Vermont
Vermont
$24K
US Bancorp
67
US Bancorp
Minnesota
$24K
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$7.59K +156 +61%
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$19K
AssetMark Inc
70
AssetMark Inc
California
$13K
IF
71
Ironwood Financial
Arizona
$8K
DBT
72
Dubuque Bank & Trust
Iowa
$8K +$8K +156 New
NFG
73
Next Financial Group
Texas
$7K -$66.8K -1,317 -91%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$5K -$15.2K -282 -75%
BlackRock
75
BlackRock
New York
$4K