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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

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.

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
20
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.8M
2
Ameriprise
2
Ameriprise
Minnesota
$6.59M
3
MFS
3
MSI Financial Services
Massachusetts
$2.8M
4
Wells Fargo
4
Wells Fargo
California
$5.22M
5
AI
5
Atria Investments
North Carolina
$17.5M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
Jane Street
2
Jane Street
New York
$629K
3
TH
3
Timber Hill
Connecticut
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.37M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$522K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$281K +$16K +399 +6%
Creative Planning
27
Creative Planning
Kansas
$187K -$2.03K -51 -1%
NFG
28
Next Financial Group
Texas
$165K +$165K +4,137 New
PAG
29
Private Advisor Group
New Jersey
$163K +$163K +4,092 New
Citigroup
30
Citigroup
New York
$135K -$56.5K -1,419 -29%
PMFA
31
Plante Moran Financial Advisors
Michigan
$119K – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$53K +$1.44K +36 +3%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$45K +$22K +540 +95%
Barclays
34
Barclays
United Kingdom
$43K – – –
FANJ
35
Financial Architects (New Jersey)
New Jersey
$34K +$120 +3 +0.4%
WA
36
WFG Advisors
Texas
$20K – – –
ECM
37
Exchange Capital Management
Michigan
$19K -$49.9K -1,284 -72%
DBT
38
Dubuque Bank & Trust
Iowa
$7K -$636 -15 -8%
MWP
39
MYCIO Wealth Partners
Pennsylvania
$7K +$113 +3 +2%
MAM
40
Meeder Asset Management
Ohio
$7K +$7K +186 New
TAIM
41
TD Ameritrade Investment Management
Nebraska
$3K – – –
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44 – – –
CS
43
Credit Suisse
Switzerland
– -$696K -16,344 Closed
TH
44
Timber Hill
Connecticut
– -$522K -12,264 Closed
VFS
45
VSR Financial Services
Kansas
– -$369K -8,658 Closed
VF
46
Virtu Financial
New York
– -$342K -8,025 Closed
SI
47
SII Investments
Wisconsin
– -$247K -5,817 Closed
CWM
48
Concert Wealth Management
California
– -$204K -5,067 Closed
JA
49
JOYN Advisors
Georgia
– -$67K -1,575 Closed
PAS
50
Partnervest Advisory Services
California
– -$62K -1,446 Closed
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