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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.

New
Increased
Maintained
Reduced
Closed
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 %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$39K -$28.3K -524 -42%
RA
77
Rise Advisors
New York
$34.1K +$162 +3 +0.5%
AF
78
Advisornet Financial
Minnesota
$25.4K
AIC
79
Archer Investment Corporation
Indiana
$25.3K
RIA
80
Realta Investment Advisors
Delaware
$24.3K +$24.3K +450 New
SS
81
Sunbelt Securities
Texas
$23.4K +$23.4K +434 New
DJSG
82
D.J. St. Germain
Massachusetts
$19K +$19K +351 New
SGC
83
Slocum, Gordon & Co
Rhode Island
$15.7K +$15.7K +291 New
RG
84
Retirement Group
California
$15.1K
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$14.6K
NECFA
86
New England Capital Financial Advisors
Connecticut
$14.3K
MIM
87
Macroview Investment Management
Maryland
$12K +$54 +1 +0.5%
SPIA
88
Steward Partners Investment Advisory
New York
$12K
SWM
89
Spire Wealth Management
Virginia
$10.8K
AAP
90
Arax Advisory Partners
Colorado
$8.18K
TAIM
91
TD Ameritrade Investment Management
Nebraska
$8K -$907 -17 -10%
AssetMark Inc
92
AssetMark Inc
California
$6.59K +$540 +10 +9%
EAM
93
Eukles Asset Management
Ohio
$6.32K
Russell Investments Group
94
Russell Investments Group
United Kingdom
$6.17K +$6.17K +114 New
William Blair & Company
95
William Blair & Company
Illinois
$5.35K -$54 -1 -1%
PFBT
96
Parkside Financial Bank & Trust
Missouri
$3.89K
GRP
97
Global Retirement Partners
California
$2.27K
RP
98
Rice Partnership
Hawaii
$1.08K
Citadel Advisors
99
Citadel Advisors
Florida
-$1.87M -35,906 Closed
MCC
100
Money Concepts Capital
Florida
-$703K -23,297 Closed