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iShares Morningstar Small-Cap Value ETF

106 hedge funds and large institutions have $172M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-5
Holders Change %
-4.5%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
28
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
51
Citigroup
New York
$346K -$6.37K -110 -2%
TCA
52
Transcend Capital Advisors
New Jersey
$342K
TW
53
Towerpoint Wealth
California
$329K +$58 +1 +0%
MWP
54
Madison Wealth Partners
Wisconsin
$324K +$2.26K +39 +0.7%
HighTower Advisors
55
HighTower Advisors
Illinois
$321K +$58 +1 +0%
SM
56
Sensible Money
Arizona
$321K +$1.51K +26 +0.5%
PIA
57
Perennial Investment Advisors
California
$302K -$5.15K -89 -2%
Jane Street
58
Jane Street
New York
$295K +$295K +5,097 New
ATC
59
Argent Trust Co
Tennessee
$283K
NS
60
NBC Securities
Alabama
$280K +$232 +4 +0.1%
JCIA
61
Jackson Creek Investment Advisors
Colorado
$273K -$862K -14,868 -76%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$259K -$3.01K -52 -1%
SPC
63
Sigma Planning Corp
Michigan
$258K
Creative Planning
64
Creative Planning
Kansas
$238K +$116 +2 +0%
AssetMark Inc
65
AssetMark Inc
California
$224K +$219K +3,776 +4,340%
PAG
66
Private Advisor Group
New Jersey
$219K -$1.04K -18 -0.5%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$214K
RCM
68
RMR Capital Management
California
$212K
GWM
69
Geneos Wealth Management
Colorado
$212K
BC
70
Barrett & Company
Rhode Island
$179K
HI
71
Harbour Investments
Wisconsin
$156K
PS
72
Principal Securities
Iowa
$153K +$67.4K +1,164 +79%
ATS
73
Ashton Thomas Securities
New York
$146K +$146K +2,550 New
CSB
74
City State Bank
Iowa
$127K
Jones Financial Companies
75
Jones Financial Companies
Missouri
$118K +$118K +2,034 New