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iShares Morningstar Small-Cap Value ETF

84 hedge funds and large institutions have $208M invested in iShares Morningstar Small-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 66 increasing their positions, 5 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
66
Reduced
5
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.5M 553,297 +347,593 +169%
Bank of America
2
Bank of America
North Carolina
$28M 476,894 +382,394 +405%
Wells Fargo
3
Wells Fargo
California
$22.7M 386,563 +269,432 +230%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.8M 286,296 +196,498 +219%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.8M 251,120 +179,150 +249%
AAS
6
Avantax Advisory Services
Texas
$12.1M 206,396 +135,636 +192%
MTC
7
Matrix Trust Company
Colorado
$8.1M 137,810 +90,526 +191%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$8.03M 136,528 +102,806 +305%
LPL Financial
9
LPL Financial
California
$7.37M 125,441 +97,905 +356%
Ameriprise
10
Ameriprise
Minnesota
$5.96M 101,492 +61,053 +151%
CIC
11
Cornercap Investment Counsel
Georgia
$5.56M 94,536 +63,208 +202%
UBS Group
12
UBS Group
Switzerland
$5.36M 91,108 +58,823 +182%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.44M 58,468 +38,909 +199%
CPIG
14
Chicago Partners Investment Group
Illinois
$3.05M 53,813 -1,234 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.73M 46,381 +28,622 +161%
Citadel Advisors
16
Citadel Advisors
Florida
$2.39M 40,728 +37,503 +1,163%
RA
17
Rodgers & Associates
Pennsylvania
$2.07M 35,285 +23,028 +188%
DC
18
Davenport & Co
Virginia
$1.97M 33,474 +33,474 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.4M 23,758 +15,426 +185%
MHS
20
M Holdings Securities
Oregon
$1.28M 21,750 +14,500 +200%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.27M 21,530 +14,331 +199%
DADC
22
D.A. Davidson & Co
Montana
$1.26M 21,373 +12,063 +130%
SFS
23
Sowell Financial Services
Arkansas
$1.21M 20,626 +10,422 +102%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.2M 20,361 +13,411 +193%
PIA
25
Perennial Investment Advisors
California
$1.19M 20,225 +13,561 +203%