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iShares Morningstar Small-Cap Value ETF

111 hedge funds and large institutions have $190M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
30
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
76
Barrett & Company
Rhode Island
$189K
HI
77
Harbour Investments
Wisconsin
$165K
CSB
78
City State Bank
Iowa
$134K
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$127K -$402K -6,567 -76%
KFI
80
Key Financial Inc
Pennsylvania
$116K +$67K +1,095 +137%
SAM
81
Smartleaf Asset Management
Massachusetts
$110K -$1.58K -26 -1%
CFGS
82
Concourse Financial Group Securities
Alabama
$109K -$14.8K -242 -12%
GFPC
83
Global Financial Private Client
Florida
$109K
PS
84
Principal Securities
Iowa
$90.6K +$60K +981 +196%
PTC
85
Private Trust Company
Ohio
$86K
CIAS
86
Capital Investment Advisory Services
North Carolina
$73.4K
SS
87
Sunbelt Securities
Texas
$65.8K +$39.2K +641 +148%
LWANC
88
Laurel Wealth Advisors (North Carolina)
North Carolina
$51.4K
CMA
89
Cedar Mountain Advisors
Oregon
$50.9K
HIA
90
Harbor Investment Advisory
Maryland
$46.5K -$24.2K -396 -34%
CT
91
Cambridge Trust
Massachusetts
$45.9K +$45.9K +750 New
RA
92
Rise Advisors
New York
$39.4K +$122 +2 +0.3%
AIC
93
Archer Investment Corporation
Indiana
$28.6K
DJSG
94
D.J. St. Germain
Massachusetts
$21.5K
RIA
95
Realta Investment Advisors
Delaware
$21.4K +$21.4K +350 New
RG
96
Retirement Group
California
$17.1K
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$16.5K
NECFA
98
New England Capital Financial Advisors
Connecticut
$16.2K
MIM
99
Macroview Investment Management
Maryland
$13.6K
SPIA
100
Steward Partners Investment Advisory
New York
$13.6K