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iShares Morningstar Small-Cap Value ETF

102 hedge funds and large institutions have $145M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
31
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
76
Global Financial Private Client
Florida
$91.7K
PTC
77
Private Trust Company
Ohio
$72.8K -$259 -5 -0.4%
ICM
78
Intrepid Capital Management
Florida
$63.4K
CIAS
79
Capital Investment Advisory Services
North Carolina
$62.1K
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$43.5K
CMA
81
Cedar Mountain Advisors
Oregon
$43K
KFI
82
Key Financial Inc
Pennsylvania
$41.3K
RA
83
Rise Advisors
New York
$32.7K
AF
84
Advisornet Financial
Minnesota
$24.4K
AIC
85
Archer Investment Corporation
Indiana
$24.2K
SS
86
Sunbelt Securities
Texas
$22.5K
AssetMark Inc
87
AssetMark Inc
California
$19.9K +$13.6K +262 +215%
DJSG
88
D.J. St. Germain
Massachusetts
$18.2K
SGC
89
Slocum, Gordon & Co
Rhode Island
$15.1K
RG
90
Retirement Group
California
$14.4K
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$14K
NECFA
92
New England Capital Financial Advisors
Connecticut
$13.7K
SPIA
93
Steward Partners Investment Advisory
New York
$11.5K
SSB
94
Sandy Spring Bank
Maryland
$10.6K +$10.6K +204 New
SWM
95
Spire Wealth Management
Virginia
$10.4K
EAM
96
Eukles Asset Management
Ohio
$6.06K
Russell Investments Group
97
Russell Investments Group
United Kingdom
$5.92K
William Blair & Company
98
William Blair & Company
Illinois
$4.97K -$155 -3 -3%
AAP
99
Arax Advisory Partners
Colorado
$3.91K -$3.96K -76 -50%
PFBT
100
Parkside Financial Bank & Trust
Missouri
$3.73K