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iShares Morningstar Small-Cap Value ETF

43 hedge funds and large institutions have $89.9M invested in iShares Morningstar Small-Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
20
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AI
1
Atria Investments
North Carolina
$17.5M 146,918 +3,374 +2%
Morgan Stanley
2
Morgan Stanley
New York
$15M 125,763 +1,779 +1%
Ameriprise
3
Ameriprise
Minnesota
$6.59M 55,236 +8,562 +18%
LPL Financial
4
LPL Financial
California
$5.81M 49,264 -252 -0.5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.37M 44,962 -4,063 -8%
Wells Fargo
6
Wells Fargo
California
$5.22M 43,701 +4,034 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.14M 43,026 +361 +0.8%
Bank of America
8
Bank of America
North Carolina
$4.12M 34,461 -1,007 -3%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.8M 23,514 +23,514 New
MFS
10
MSI Financial Services
Massachusetts
$2.8M 23,420 +6,299 +37%
AW
11
ACG Wealth
Georgia
$2.62M 21,948 -2,944 -12%
ICAS
12
Investors Capital Advisory Services
Massachusetts
$2.32M 19,430 +725 +4%
U
13
UBS
Switzerland
$2.17M 18,157 +1,601 +10%
CFA
14
Camarda Financial Advisors
Florida
$2.05M 17,194 +1,317 +8%
CMP
15
Courage Miller Partners
Virginia
$2M 16,706 +179 +1%
NES
16
New England Securities
New York
$1.28M 10,752 +1,420 +15%
MHS
17
M Holdings Securities
Oregon
$1.24M 10,399 +339 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.16M 9,733 +3,003 +45%
AIG
19
American International Group
New York
$661K 5,537 +2,924 +112%
Jane Street
20
Jane Street
New York
$629K 5,267 -4,680 -47%
ECM
21
ETrade Capital Management
Virginia
$565K 4,732 -84 -2%
BRWA
22
B. Riley Wealth Advisors
Florida
$522K 4,370 -3,810 -47%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$322K 2,694 -184 -6%
FIM
24
Freedom Investment Management
Connecticut
$316K 2,641 +105 +4%
BPC
25
Banque Pictet & Cie
Switzerland
$302K 2,535