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iShares Morningstar Small-Cap Value ETF

100 hedge funds and large institutions have $182M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
32
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$316K -$11.9K -229 -4%
HighTower Advisors
52
HighTower Advisors
Illinois
$297K +$9.47K +182 +3%
ATC
53
Argent Trust Co
Tennessee
$255K
CFGS
54
Concourse Financial Group Securities
Alabama
$254K -$6.46K -124 -2%
ICM
55
Intrepid Capital Management
Florida
$229K -$8.14K -156 -3%
EH
56
Equitable Holdings
New York
$222K +$573 +11 +0.3%
Creative Planning
57
Creative Planning
Kansas
$221K
GWM
58
Geneos Wealth Management
Colorado
$219K +$312 +6 +0.1%
TCA
59
Transcend Capital Advisors
New Jersey
$204K +$204K +3,919 New
BC
60
Barrett & Company
Rhode Island
$201K
HI
61
Harbour Investments
Wisconsin
$195K +$174K +3,350 +838%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$169K
SCM
63
SevenOneSeven Capital Management
Pennsylvania
$146K
MCC
64
Money Concepts Capital
Florida
$131K -$4.53K -87 -3%
CSB
65
City State Bank
Iowa
$114K
PTC
66
Private Trust Company
Ohio
$97K -$32.4K -625 -25%
GFPC
67
Global Financial Private Client
Florida
$93.7K
Corient Private Wealth
68
Corient Private Wealth
Florida
$82.1K +$82.1K +24,646 New
MPCL
69
My Personal CFO LLC
Washington
$75K +$75K +1 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$65.6K -$52 -1 -0.1%
CIAS
71
Capital Investment Advisory Services
North Carolina
$62.5K
ASN
72
Advisory Services Network
Georgia
$59.6K +$59.6K +1,144 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$51.9K
Citigroup
74
Citigroup
New York
$48.5K +$7.29K +140 +18%
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$43.7K