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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

46 hedge funds and large institutions have $83.8M invested in iShares Morningstar Small-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
14
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$13.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.94M
3
Wells Fargo
Wells Fargo
California
$4.74M
4
AI
Atria Investments
North Carolina
$17.3M
5
AP
Advisors Preferred
Maryland
$632K

Top Sellers

1
MWM
Merriman Wealth Management
Washington
$0
2
U
UBS
Switzerland
$1.94M
3
Bank of America
Bank of America
North Carolina
$3.58M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.37M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$265K -$16K -390 -6%
CA
27
Cetera Advisors
Colorado
$257K +$257K +6,222 New
VF
28
Virtu Financial
New York
$247K +$247K +6,000 New
Creative Planning
29
Creative Planning
Kansas
$236K +$30.6K +741 +15%
SI
30
SII Investments
Wisconsin
$229K – – –
CWM
31
Concert Wealth Management
California
$203K -$25.5K -630 -11%
Citigroup
32
Citigroup
New York
$189K -$8.79K -213 -4%
MFS
33
MSI Financial Services
Massachusetts
$183K -$9.78K -237 -5%
PMFA
34
Plante Moran Financial Advisors
Michigan
$123K – – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$79K -$40.8K -993 -34%
ECM
36
Exchange Capital Management
Michigan
$73K +$73K +1,773 New
JA
37
JOYN Advisors
Georgia
$65K – – –
TWM
38
Torch Wealth Management
Ohio
$49K +$49K +1,200 New
Barclays
39
Barclays
United Kingdom
$43K – – –
PP
40
Palladium Partners
Virginia
$29K +$29K +702 New
LFG
41
LifePlan Financial Group
Ohio
$17K +$17K +420 New
WA
42
WFG Advisors
Texas
$15K +$6.43K +153 +75%
MWP
43
MYCIO Wealth Partners
Pennsylvania
$8K – – –
DBT
44
Dubuque Bank & Trust
Iowa
$7K +$7K +180 New
TAIM
45
TD Ameritrade Investment Management
Nebraska
$3K – – –
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64 – – –
MWM
47
Merriman Wealth Management
Washington
– -$7.36M -183,684 Closed
ASN
48
Advisory Services Network
Georgia
– -$24K -606 Closed
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