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iShares Morningstar Small-Cap Value ETF

62 hedge funds and large institutions have $103M invested in iShares Morningstar Small-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
62
Holders Change
Holders Change %
0%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.3M 170,995 +11,722 +7%
ONB
2
Old National Bancorp
Indiana
$9.13M 70,000
Wells Fargo
3
Wells Fargo
California
$8.45M 64,763 +4,402 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.22M 55,295 +799 +1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$6.41M 49,090 -1,477 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.85M 44,811 -696 -2%
LPL Financial
7
LPL Financial
California
$5.75M 44,922 -8,731 -16%
Bank of America
8
Bank of America
North Carolina
$5.04M 38,581 -141 -0.4%
UBS Group
9
UBS Group
Switzerland
$3.28M 25,141 -474 -2%
AFP
10
Ausdal Financial Partners
Iowa
$3.02M 23,114 -35 -0.2%
AG
11
Advisor Group
Arizona
$2.32M 17,782 +1,137 +7%
CFA
12
Camarda Financial Advisors
Florida
$1.83M 14,000 -12,354 -47%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.65M 12,758 +81 +0.6%
CMP
14
Courage Miller Partners
Virginia
$1.64M 12,568 -414 -3%
AW
15
ACG Wealth
Georgia
$1.55M 11,849
CPIG
16
Chicago Partners Investment Group
Illinois
$1.54M 11,822 -66 -0.6%
AI
17
Atria Investments
North Carolina
$1.52M 11,644 -118 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.39M 10,656 +31 +0.3%
Ameriprise
19
Ameriprise
Minnesota
$1.21M 9,273 -561 -6%
MHS
20
M Holdings Securities
Oregon
$1.21M 9,267 -251 -3%
FWM
21
Frontier Wealth Management
Missouri
$1.1M 8,403 -2,319 -22%
MFS
22
MSI Financial Services
Massachusetts
$1M 7,695 +3,590 +87%
BRWA
23
B. Riley Wealth Advisors
Florida
$768K 5,880 -353 -6%
ECM
24
ETrade Capital Management
Virginia
$596K 4,571 -222 -5%
FIM
25
Freedom Investment Management
Connecticut
$494K 3,785 +38 +1%