iShares Morningstar Small-Cap Value ETF
ISCV
ISCV
43 hedge funds and large institutions have $89.9M invested in iShares Morningstar Small-Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
9% less funds holding
Funds holding: 47 → 43 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Holders
43
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.8M | |
| 2 | +$1.02M | |
| 3 | +$752K | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$482K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$403K |
Top Sellers
| 1 | -$696K | |
| 2 | -$559K | |
| 3 | -$522K | |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$485K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$455K |