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iShares Morningstar Small-Cap Value ETF

87 hedge funds and large institutions have $107M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
22
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PCG
51
Private Capital Group
Connecticut
$100K 815
PFBT
52
Parkside Financial Bank & Trust
Missouri
$86K 697
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$84K 686 -115 -14%
PMFA
54
Plante Moran Financial Advisors
Michigan
$83K 670 +20 +3%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$78K 633 -81 -11%
AAP
56
Arax Advisory Partners
Colorado
$72K 584 -37 -6%
JA
57
JOYN Advisors
Georgia
$51K 417
FCB
58
First Command Bank
Texas
$50K 405 -70 -15%
FCFS
59
First Command Financial Services
Texas
$50K 405 -70 -15%
CFD
60
Creative Financial Designs
Indiana
$49K 400
FHA
61
Flagship Harbor Advisors
Massachusetts
$48K 390 +75 +24%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$47K 379
UBS AM
63
UBS AM
Illinois
$34.6K 281 -10 -3%
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K 280 +280 New
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$27K 220 +1 +0.5%
ASN
66
Advisory Services Network
Georgia
$26K 212
SWM
67
SeaCrest Wealth Management
New York
$26K 210
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$25K 200
William Blair & Company
69
William Blair & Company
Illinois
$23K 160
TCOV
70
Trust Company of Vermont
Vermont
$19K 157
US Bancorp
71
US Bancorp
Minnesota
$18K 150 -15 -9%
LFG
72
LifePlan Financial Group
Ohio
$17K 140
AssetMark Inc
73
AssetMark Inc
California
$11K 89
TWA
74
TCI Wealth Advisors
Arizona
$9K 76 -20 -21%
IF
75
Ironwood Financial
Arizona
$7K 57