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iShares Morningstar Small-Cap Value ETF

70 hedge funds and large institutions have $85.4M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$44K -$29.5K -864 -40%
CIAS
52
Capital Investment Advisory Services
North Carolina
$42K
FHA
53
Flagship Harbor Advisors
Massachusetts
$32K
CMA
54
Cedar Mountain Advisors
Oregon
$29K -$3.46K -99 -11%
BAMG
55
Brand Asset Management Group
Missouri
$29K
LWANC
56
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$21K -$10.5K -300 -33%
AIC
58
Archer Investment Corporation
Indiana
$16.2K
US Bancorp
59
US Bancorp
Minnesota
$13K -$2.85K -81 -18%
William Blair & Company
60
William Blair & Company
Illinois
$11K -$1.62K -45 -13%
PFBT
61
Parkside Financial Bank & Trust
Missouri
$9K
TWA
62
TCI Wealth Advisors
Arizona
$9K
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$9K
AssetMark Inc
64
AssetMark Inc
California
$6K
APA
65
American Portfolios Advisors
New York
$4.26K +$4.26K +123 New
EAM
66
Eukles Asset Management
Ohio
$4K
BlackRock
67
BlackRock
New York
$2K
SPIA
68
Steward Partners Investment Advisory
New York
$1K
GRP
69
Global Retirement Partners
California
$1K
CCP
70
Cardan Capital Partners
Colorado
-$2.26M -79,320 Closed
FAAS
71
First Allied Advisory Services
California
-$623K -21,903 Closed
NFG
72
Next Financial Group
Texas
-$89K -3,138 Closed
ASN
73
Advisory Services Network
Georgia
-$28K -969 Closed
KFI
74
Key Financial Inc
Pennsylvania
-$8K -285 Closed
WQ
75
Wealth Quarterback
New Jersey
-$7.09K -249 Closed