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iShares Morningstar Small-Cap Value ETF

61 hedge funds and large institutions have $98.1M invested in iShares Morningstar Small-Cap Value ETF in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
17
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.6M 155,626 +6,964 +5%
LPL Financial
2
LPL Financial
California
$11.4M 98,250 +269 +0.3%
ONB
3
Old National Bancorp
Indiana
$8.35M 70,000
Wells Fargo
4
Wells Fargo
California
$7.42M 62,205 -5,762 -8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.86M 49,134 +4,696 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.55M 46,555 -243 -0.5%
Bank of America
7
Bank of America
North Carolina
$3.59M 30,131 -6,617 -18%
Citadel Advisors
8
Citadel Advisors
Florida
$3.53M 29,628 +24,869 +523%
CFA
9
Camarda Financial Advisors
Florida
$3.39M 28,443 -474 -2%
UBS Group
10
UBS Group
Switzerland
$3.2M 26,816 +1,010 +4%
AFP
11
Ausdal Financial Partners
Iowa
$2.58M 21,639 +4,920 +29%
Jane Street
12
Jane Street
New York
$2.46M 20,585 +497 +2%
AI
13
Atria Investments
North Carolina
$2.05M 17,195 -657 -4%
AIG
14
American International Group
New York
$1.88M 15,802 +1,039 +7%
CMP
15
Courage Miller Partners
Virginia
$1.66M 13,875 -1,389 -9%
EWMCB
16
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.5M 12,570 +68 +0.5%
FWM
17
Frontier Wealth Management
Missouri
$1.46M 12,235 -1,729 -12%
AW
18
ACG Wealth
Georgia
$1.41M 11,849 -557 -4%
CPIG
19
Chicago Partners Investment Group
Illinois
$1.34M 11,201 +4,044 +57%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.26M 10,556 -238 -2%
Ameriprise
21
Ameriprise
Minnesota
$1.25M 10,488 -8,078 -44%
MHS
22
M Holdings Securities
Oregon
$1.14M 9,534 +29 +0.3%
VKH
23
Virtu KCG Holdings
New York
$760K 6,377 +3,548 +125%
BRWA
24
B. Riley Wealth Advisors
Florida
$750K 6,288 -18 -0.3%
ECM
25
ETrade Capital Management
Virginia
$571K 4,785 -130 -3%