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iShares Morningstar Small-Cap Value ETF

90 hedge funds and large institutions have $118M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
28
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.2M 197,181 +5,595 +3%
Wells Fargo
2
Wells Fargo
California
$11.3M 79,244 +14,477 +22%
Bank of America
3
Bank of America
North Carolina
$7.34M 51,299 -835 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.14M 49,949 -551 -1%
Jane Street
5
Jane Street
New York
$6.91M 48,275 +33,812 +234%
Ameriprise
6
Ameriprise
Minnesota
$6.72M 47,032 +2,659 +6%
LPL Financial
7
LPL Financial
California
$6.07M 42,458 -273 -0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.96M 41,684 -290 -0.7%
AFP
9
Ausdal Financial Partners
Iowa
$3.26M 22,814 +435 +2%
UBS Group
10
UBS Group
Switzerland
$3.24M 22,662 -144 -0.6%
AG
11
Advisor Group
Arizona
$3.21M 22,440 +1,161 +5%
AI
12
Atria Investments
North Carolina
$2.45M 17,116 +1,086 +7%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.98M 13,831 +252 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.93M 13,480 +556 +4%
Citadel Advisors
15
Citadel Advisors
Florida
$1.93M 13,480 +13,480 New
CPIG
16
Chicago Partners Investment Group
Illinois
$1.73M 12,081 +47 +0.4%
AW
17
ACG Wealth
Georgia
$1.48M 10,345 +1 +0%
MHS
18
M Holdings Securities
Oregon
$1.23M 8,623 +4 +0%
CMP
19
Courage Miller Partners
Virginia
$1.12M 7,863 -408 -5%
JIP
20
Jaffetilchin Investment Partners
Florida
$1M 6,997 +6,997 New
PSF
21
Pacific Sun Financial
California
$857K 5,990 +5,990 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$844K 5,901 -6,698 -53%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$794K 5,554 +200 +4%
FAAS
24
First Allied Advisory Services
California
$776K 5,433 +886 +19%
NL
25
NWAM LLC
Washington
$697K 4,871 +384 +9%