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iShares Morningstar Small-Cap Value ETF

106 hedge funds and large institutions have $172M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
-5
Holders Change %
-4.5%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
28
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GFPC
76
Global Financial Private Client
Florida
$104K
CFGS
77
Concourse Financial Group Securities
Alabama
$90K -$13.5K -233 -13%
SAM
78
Smartleaf Asset Management
Massachusetts
$88.9K -$14.7K -256 -14%
PTC
79
Private Trust Company
Ohio
$81.4K
CIAS
80
Capital Investment Advisory Services
North Carolina
$69.5K
SS
81
Sunbelt Securities
Texas
$62.3K
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$48.6K
HIA
83
Harbor Investment Advisory
Maryland
$44K
CMA
84
Cedar Mountain Advisors
Oregon
$42.1K -$6.02K -104 -13%
RA
85
Rise Advisors
New York
$37.4K +$174 +3 +0.5%
SPIA
86
Steward Partners Investment Advisory
New York
$30.3K +$17.5K +302 +136%
AIC
87
Archer Investment Corporation
Indiana
$27.1K
DJSG
88
D.J. St. Germain
Massachusetts
$20.3K
RIA
89
Realta Investment Advisors
Delaware
$20.3K
NECFA
90
New England Capital Financial Advisors
Connecticut
$15.3K
MIM
91
Macroview Investment Management
Maryland
$12.9K
SSB
92
Sandy Spring Bank
Maryland
$11.8K
EBA
93
Eagle Bay Advisors
New York
$11.8K
SWM
94
Spire Wealth Management
Virginia
$11.6K
MWM
95
MGB Wealth Management
Texas
$10.6K
OW
96
Olistico Wealth
Oklahoma
$8.69K +$8.69K +150 New
EAM
97
Eukles Asset Management
Ohio
$6.78K
ADL
98
Asset Dedication LLC
California
$5.91K +$5.91K +102 New
Russell Investments Group
99
Russell Investments Group
United Kingdom
$4.72K +$58 +1 +1%
William Blair & Company
100
William Blair & Company
Illinois
$4.63K