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iShares Morningstar Small-Cap Value ETF

98 hedge funds and large institutions have $151M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
29
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RCG
51
Ruane, Cunniff & Goldfarb
New York
$345K
HighTower Advisors
52
HighTower Advisors
Illinois
$298K -$19.1K -355 -6%
MWP
53
Madison Wealth Partners
Wisconsin
$281K +$23K +426 +9%
ATC
54
Argent Trust Co
Tennessee
$264K
SPC
55
Sigma Planning Corp
Michigan
$241K -$87.1K -1,612 -27%
EH
56
Equitable Holdings
New York
$232K +$486 +9 +0.2%
TCA
57
Transcend Capital Advisors
New Jersey
$229K
BC
58
Barrett & Company
Rhode Island
$229K +$20.9K +387 +10%
Citigroup
59
Citigroup
New York
$224K +$66.1K +1,224 +42%
Creative Planning
60
Creative Planning
Kansas
$221K +$972 +18 +0.4%
DI
61
DFPG Investments
Utah
$221K +$221K +3,868 New
CFGS
62
Concourse Financial Group Securities
Alabama
$220K -$25.3K -468 -10%
GWM
63
Geneos Wealth Management
Colorado
$219K -$8.37K -155 -4%
RIA
64
Richwood Investment Advisors
Ohio
$206K +$206K +3,810 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$176K
HI
66
Harbour Investments
Wisconsin
$162K -$40.5K -750 -20%
SCM
67
SevenOneSeven Capital Management
Pennsylvania
$157K
CSB
68
City State Bank
Iowa
$119K
GFPC
69
Global Financial Private Client
Florida
$97.9K
PTC
70
Private Trust Company
Ohio
$76.2K -$25K -462 -25%
ICM
71
Intrepid Capital Management
Florida
$66.1K +$66.1K +1,224 New
CIAS
72
Capital Investment Advisory Services
North Carolina
$64.8K
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.4K
CMA
74
Cedar Mountain Advisors
Oregon
$44.9K
KFI
75
Key Financial Inc
Pennsylvania
$43.1K