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iShares Morningstar Small-Cap Value ETF

84 hedge funds and large institutions have $114M invested in iShares Morningstar Small-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
27
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.2M 191,586 +1,212 +0.6%
Wells Fargo
2
Wells Fargo
California
$9.86M 64,767 +2,886 +5%
Bank of America
3
Bank of America
North Carolina
$7.94M 52,134 -178 -0.3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.69M 50,500 -470 -0.9%
Ameriprise
5
Ameriprise
Minnesota
$6.75M 44,373 +5,548 +14%
LPL Financial
6
LPL Financial
California
$6.51M 42,731 +315 +0.7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.39M 41,974 -1,536 -4%
UBS Group
8
UBS Group
Switzerland
$3.47M 22,806 -303 -1%
AFP
9
Ausdal Financial Partners
Iowa
$3.41M 22,379 -1,585 -7%
AG
10
Advisor Group
Arizona
$3.24M 21,279 -1,155 -5%
AI
11
Atria Investments
North Carolina
$2.44M 16,030 +1,662 +12%
Jane Street
12
Jane Street
New York
$2.2M 14,463 +14,463 New
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.07M 13,579 -12 -0.1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.97M 12,924 +2,931 +29%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.92M 12,599 -21,952 -64%
CPIG
16
Chicago Partners Investment Group
Illinois
$1.83M 12,034 +10,787 +865%
AW
17
ACG Wealth
Georgia
$1.58M 10,344 -90 -0.9%
MHS
18
M Holdings Securities
Oregon
$1.31M 8,619 -423 -5%
CMP
19
Courage Miller Partners
Virginia
$1.26M 8,271 -466 -5%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$815K 5,354 +800 +18%
FWM
21
Frontier Wealth Management
Missouri
$736K 4,831 -199 -4%
FAAS
22
First Allied Advisory Services
California
$693K 4,547 +515 +13%
ECM
23
ETrade Capital Management
Virginia
$689K 4,526
NL
24
NWAM LLC
Washington
$683K 4,487 +3 +0.1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$652K 4,283 +13 +0.3%