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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

60 hedge funds and large institutions have $122M invested in iShares Morningstar Small-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
23
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ONB
1
Old National Bancorp
Indiana
$9.19M
2
Stifel Financial
2
Stifel Financial
Missouri
$6.51M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.66M
4
Jane Street
4
Jane Street
New York
$4.84M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.34M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$2.19M
2
Ameriprise
2
Ameriprise
Minnesota
$2.21M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.3M
4
Bank of America
4
Bank of America
North Carolina
$4.09M
5
IF
5
Ironwood Financial
Arizona
$10K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
SII Investments
Wisconsin
$1.07M -$31.6K -723 -3%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$1.03M +$358K +8,187 +53%
CPIG
28
Chicago Partners Investment Group
Illinois
$833K +$67.6K +1,572 +9%
BRWA
29
B. Riley Wealth Advisors
Florida
$745K +$49.4K +1,131 +7%
ECM
30
ETrade Capital Management
Virginia
$606K -$5.77K -132 -0.9%
SC
31
Scotia Capital
Ontario, Canada
$462K -$9.19K -210 -2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$441K +$57.9K +1,326 +15%
SPC
33
Sigma Planning Corp
Michigan
$365K +$110K +2,520 +43%
CA
34
Cetera Advisors
Colorado
$332K +$5.24K +120 +2%
FIM
35
Freedom Investment Management
Connecticut
$330K -$11.4K -261 -3%
BPC
36
Banque Pictet & Cie
Switzerland
$305K -$28.3K -645 -8%
PAG
37
Private Advisor Group
New Jersey
$252K +$20.2K +462 +9%
AMG
38
Asset Management Group
Connecticut
$233K +$233K +5,322 New
RBC
39
Ronald Blue & Co
Georgia
$201K +$201K +4,587 New
Creative Planning
40
Creative Planning
Kansas
$166K -$75.4K -1,725 -31%
Citigroup
41
Citigroup
New York
$161K +$4.98K +114 +3%
PMFA
42
Plante Moran Financial Advisors
Michigan
$131K – – –
AF
43
Allworth Financial
California
$99K +$99K +2,259 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$94K -$10.4K -237 -10%
KA
45
Klingman & Associates
New York
$87K – – –
NFG
46
Next Financial Group
Texas
$81K +$42.6K +984 +111%
ASN
47
Advisory Services Network
Georgia
$75K – – –
US Bancorp
48
US Bancorp
Minnesota
$60K +$60K +1,365 New
Barclays
49
Barclays
United Kingdom
$48K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$43K +$43K +978 New
1
2
3