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iShares Morningstar Small-Cap Value ETF

74 hedge funds and large institutions have $94.9M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
21
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.1M 208,224 -10,411 -5%
Wells Fargo
2
Wells Fargo
California
$11.1M 104,162 +7,167 +7%
AAS
3
Avantax Advisory Services
Texas
$10.9M 102,368 +19,225 +23%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.21M 58,539 +16,007 +38%
MTC
5
Matrix Trust Company
Colorado
$5.17M 48,689 +318 +0.7%
Ameriprise
6
Ameriprise
Minnesota
$4.4M 41,475 +1,169 +3%
CIC
7
Cornercap Investment Counsel
Georgia
$3.38M 31,830 +31,830 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.18M 30,006 +19,035 +174%
Bank of America
9
Bank of America
North Carolina
$2.65M 24,976 +11,881 +91%
LPL Financial
10
LPL Financial
California
$2.47M 23,290 -1,512 -6%
CPIG
11
Chicago Partners Investment Group
Illinois
$2.28M 19,696 +28 +0.1%
EWMCB
12
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.11M 19,840 +392 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.72M 16,216 -4,349 -21%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.64M 15,414 +1,001 +7%
UBS Group
15
UBS Group
Switzerland
$1.43M 13,442 -792 -6%
TRCT
16
Tower Research Capital (TRC)
New York
$1.23M 11,573 +3,364 +41%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.02M 9,626 -890 -8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$773K 7,285 +1,119 +18%
AW
19
ACG Wealth
Georgia
$760K 7,161 -21 -0.3%
CMP
20
Courage Miller Partners
Virginia
$728K 7,012
PIA
21
Perennial Investment Advisors
California
$708K 6,677 -398 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$708K 6,678 +332 +5%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$617K 5,819 +1,605 +38%
PSF
24
Pacific Sun Financial
California
$574K 5,410 -1,040 -16%
Citadel Advisors
25
Citadel Advisors
Florida
$527K 4,969 -19,080 -79%