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iShares Morningstar Small-Cap Value ETF

87 hedge funds and large institutions have $115M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$5K 31
OBWP
77
O'Brien Wealth Partners
Massachusetts
$4K 25 -1 -4%
BlackRock
78
BlackRock
New York
$4K 28
FIA
79
FNY Investment Advisers
New York
$3K 23 +23 New
PG
80
Patten Group
Tennessee
$2K 10
CF
81
Centaurus Financial
California
$2K 10 +10 New
IWP
82
Icon Wealth Partners
Texas
$2K 12 +12 New
WIM
83
Westside Investment Management
California
$1.82K 12
SPIA
84
Steward Partners Investment Advisory
New York
$1K 6
RWA
85
River Wealth Advisors
Pennsylvania
$1K 8 +8 New
Jane Street
86
Jane Street
New York
-48,275 Closed
Citadel Advisors
87
Citadel Advisors
Florida
-13,480 Closed
JIP
88
Jaffetilchin Investment Partners
Florida
-6,997 Closed
SG Americas Securities
89
SG Americas Securities
New York
-1,599 Closed
PAG
90
Private Advisor Group
New Jersey
-1,581 Closed
IWM
91
IHT Wealth Management
Illinois
-1,275 Closed
SWP
92
Stratos Wealth Partners
Ohio
-668 Closed
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
-132 Closed
RCAG
94
Rehmann Capital Advisory Group
Michigan
-125 Closed
DBT
95
Dubuque Bank & Trust
Iowa
-52 Closed
WDL
96
Well Done LLC
Michigan
-42 Closed
VCM
97
Virtue Capital Management
Tennessee
-10 Closed
CFA
98
Carroll Financial Associates
North Carolina
$0 2
Parallax Volatility Advisers
99
Parallax Volatility Advisers
California
$0 1