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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 %
CMA
76
Cedar Mountain Advisors
Oregon
$43.3K
PIMG
77
Patriot Investment Management Group
Tennessee
$33.8K +$33.8K +594 New
RA
78
Rise Advisors
New York
$32.5K +$208 +4 +0.6%
BAM
79
Belpointe Asset Management
Nevada
$31.2K +$31.2K +600 New
AIC
80
Archer Investment Corporation
Indiana
$24.4K
NA
81
NewEdge Advisors
Louisiana
$23.7K +$23.7K +456 New
RIA
82
Realta Investment Advisors
Delaware
$23.4K
RG
83
Retirement Group
California
$15K +$15K +279 New
NECFA
84
New England Capital Financial Advisors
Connecticut
$14.6K +$14.6K +264 New
KFI
85
Key Financial Inc
Pennsylvania
$14.1K
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$14.1K
MWC
87
MBM Wealth Consultants
Missouri
$14K
VF
88
VitalStone Financial
Texas
$12K +$12K +230 New
SPIA
89
Steward Partners Investment Advisory
New York
$11.6K
MIM
90
Macroview Investment Management
Maryland
$11.4K +$104 +2 +0.9%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$10K
SWM
92
Spire Wealth Management
Virginia
$10K
TAIM
93
TD Ameritrade Investment Management
Nebraska
$9K -$115K -2,332 -93%
AAP
94
Arax Advisory Partners
Colorado
$7.8K +$104 +2 +1%
AssetMark Inc
95
AssetMark Inc
California
$6.3K +$469 +9 +8%
EAM
96
Eukles Asset Management
Ohio
$6K
William Blair & Company
97
William Blair & Company
Illinois
$5.73K
PFBT
98
Parkside Financial Bank & Trust
Missouri
$3.75K
BlackRock
99
BlackRock
New York
$2.34K
GRP
100
Global Retirement Partners
California
$2.19K