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iShares Morningstar Small-Cap Value ETF

98 hedge funds and large institutions have $151M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
98
Holders Change
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
29
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.6M 511,198 +10,282 +2%
VCS
2
Vaughan & Co Securities
New Jersey
$12.6M 232,930 +22,625 +11%
MTC
3
Matrix Trust Company
Colorado
$10.2M 188,332 +2,689 +1%
Wells Fargo
4
Wells Fargo
California
$9.52M 176,198 -85,053 -33%
Bank of America
5
Bank of America
North Carolina
$8.52M 157,803 -356,270 -69%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$7.06M 130,708 -3,007 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7M 129,565 +5,889 +5%
UBS Group
8
UBS Group
Switzerland
$5.33M 98,630 -59,607 -38%
MWM
9
Merriman Wealth Management
Washington
$5.28M 97,661 +35,887 +58%
LPL Financial
10
LPL Financial
California
$4.77M 88,271 -5,470 -6%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$4.32M 79,914 +1,769 +2%
AAS
12
Avantax Advisory Services
Texas
$3.59M 66,530 +1,766 +3%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.01M 55,746 +236 +0.4%
CPIG
14
Chicago Partners Investment Group
Illinois
$2.99M 52,570 -880 -2%
VCM
15
Viewpoint Capital Management
Washington
$2.49M 46,098 -225 -0.5%
Goldman Sachs
16
Goldman Sachs
New York
$2.35M 43,420
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.84M 33,982 +432 +1%
RA
18
Rodgers & Associates
Pennsylvania
$1.72M 31,771 +1,349 +4%
KAS
19
Kestra Advisory Services
Texas
$1.64M 30,436 +633 +2%
HCA
20
Hyperion Capital Advisors
New York
$1.48M 27,400
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.36M 25,237 -36 -0.1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.22M 22,617 -761 -3%
Corient Private Wealth
23
Corient Private Wealth
Florida
$1.2M 22,223 -564 -2%
Ameriprise
24
Ameriprise
Minnesota
$1.13M 20,983 -1,909 -8%
IWM
25
IHT Wealth Management
Illinois
$1.11M 20,585 +20,585 New