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iShares Morningstar Small-Cap Value ETF

111 hedge funds and large institutions have $190M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
30
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
51
Raymond James & Associates
Florida
$426K -$4.22K -69 -1%
CAN
52
Cetera Advisor Networks
California
$391K -$6.49K -106 -2%
RCG
53
Ruane, Cunniff & Goldfarb
New York
$390K
TRCT
54
Tower Research Capital (TRC)
New York
$383K +$341K +5,577 +817%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$373K +$18.1K +295 +5%
Citigroup
56
Citigroup
New York
$372K +$24.7K +404 +7%
TCA
57
Transcend Capital Advisors
New Jersey
$362K
TW
58
Towerpoint Wealth
California
$347K
MWP
59
Madison Wealth Partners
Wisconsin
$340K +$979 +16 +0.3%
HighTower Advisors
60
HighTower Advisors
Illinois
$339K -$367 -6 -0.1%
SM
61
Sensible Money
Arizona
$337K +$54.1K +884 +19%
PIA
62
Perennial Investment Advisors
California
$324K -$4.9K -80 -1%
ATC
63
Argent Trust Co
Tennessee
$299K
NS
64
NBC Securities
Alabama
$295K +$10.1K +165 +4%
LNC
65
Lincoln National Corp
Pennsylvania
$288K -$80.8K -1,321 -22%
EFS
66
Essex Financial Services
Connecticut
$285K
EH
67
Equitable Holdings
New York
$282K -$17.9K -292 -6%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$277K +$111K +1,810 +67%
SPC
69
Sigma Planning Corp
Michigan
$272K +$3.12K +51 +1%
Creative Planning
70
Creative Planning
Kansas
$251K +$122 +2 +0%
PAG
71
Private Advisor Group
New Jersey
$232K +$232K +3,797 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$226K
RCM
73
RMR Capital Management
California
$224K
GWM
74
Geneos Wealth Management
Colorado
$224K -$24.7K -404 -10%
SFG
75
Sage Financial Group
Pennsylvania
$209K