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iShares Morningstar Small-Cap Value ETF

87 hedge funds and large institutions have $115M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$109K 714
PFBT
52
Parkside Financial Bank & Trust
Missouri
$106K 697
PMFA
53
Plante Moran Financial Advisors
Michigan
$99K 650
AAP
54
Arax Advisory Partners
Colorado
$96K 630 +603 +2,233%
JA
55
JOYN Advisors
Georgia
$80K 525 +417 +386%
FCB
56
First Command Bank
Texas
$72K 475 +107 +29%
FCFS
57
First Command Financial Services
Texas
$72K 475 +107 +29%
CFD
58
Creative Financial Designs
Indiana
$61K 400
FHA
59
Flagship Harbor Advisors
Massachusetts
$48K 315 +315 New
ASN
60
Advisory Services Network
Georgia
$45K 293
UBS AM
61
UBS AM
Illinois
$44.4K 291
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$35K 230
SWM
63
SeaCrest Wealth Management
New York
$32K 210
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$30K 200
US Bancorp
65
US Bancorp
Minnesota
$25K 165
TCOV
66
Trust Company of Vermont
Vermont
$25K 167
William Blair & Company
67
William Blair & Company
Illinois
$24K 160
LFG
68
LifePlan Financial Group
Ohio
$21K 140
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K 127
TWA
70
TCI Wealth Advisors
Arizona
$15K 96 -120 -56%
AssetMark Inc
71
AssetMark Inc
California
$14K 89
KCPG
72
Kavar Capital Partners Group
Kansas
$13K 84
GFP
73
Gryphon Financial Partners
Ohio
$11K 73
IF
74
Ironwood Financial
Arizona
$9K 57
IA
75
IFP Advisors
Florida
$8K 52