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iShares Morningstar Small-Cap Value ETF

84 hedge funds and large institutions have $114M invested in iShares Morningstar Small-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
27
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$109K -$20.6K -405 -16%
AAP
52
Arax Advisory Partners
Colorado
$78K +$302 +6 +0.4%
SWP
53
Stratos Wealth Partners
Ohio
$67K +$67K +1,311 New
CFD
54
Creative Financial Designs
Indiana
$61K
FCFS
55
First Command Financial Services
Texas
$59K +$13.7K +270 +30%
FCB
56
First Command Bank
Texas
$59K +$13.7K +270 +30%
ASN
57
Advisory Services Network
Georgia
$45K +$12.4K +243 +38%
UBS AM
58
UBS AM
Illinois
$44.3K +$1.52K +30 +4%
TWA
59
TCI Wealth Advisors
Arizona
$36K
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$35K +$35K +690 New
SWM
61
SeaCrest Wealth Management
New York
$32K +$32K +630 New
LCM
62
Liberty Capital Management
Michigan
$31K
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$30K
TCOV
64
Trust Company of Vermont
Vermont
$25K
US Bancorp
65
US Bancorp
Minnesota
$23K -$1.99K -39 -8%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$20K
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K -$1.5K -30 -7%
AssetMark Inc
68
AssetMark Inc
California
$14K
GFP
69
Gryphon Financial Partners
Ohio
$11K +$11K +219 New
IF
70
Ironwood Financial
Arizona
$9K
IA
71
IFP Advisors
Florida
$8K -$28.2K -549 -78%
DBT
72
Dubuque Bank & Trust
Iowa
$8K
FGC
73
Financial Gravity Companies
Texas
$7K +$7K +135 New
VCM
74
Virtue Capital Management
Tennessee
$6K +$6K +120 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$5K