iShares Morningstar Small-Cap Value ETF
ISCV
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.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
6% more capital invested
Capital invested by funds: $116M → $122M (+$6.67M)
3% more funds holding
Funds holding: 58 → 60 (+2)
2.69% more ownership
Funds ownership: 80.91% → 83.59% (+2.7%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$8.99M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$6.37M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.56M |
| 4 |
Jane Street
New York
|
+$4.03M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.68M |
Top Sellers
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$15.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.49M |
| 3 |
Morgan Stanley
New York
|
-$1.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$879K |
| 5 |
IF
Ironwood Financial
Tucson,
Arizona
|
-$872K |
ISCV Hedge Fund Activity: Q1 2015 in Review
60 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q1 2015, worth a combined $122M — up 5.8% from $116M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ISCV positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 20 trimmed.
The largest buyer was Old National Bancorp, opening a new position worth an estimated $8.99M. The largest seller was Atria Investments, cutting an estimated $15.8M.
- 60 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q1 2015, up from 58 in Q4 2014.
- Funds reported $122M of iShares Morningstar Small-Cap Value ETF stock for Q1 2015, up 5.8% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q1 2015 and 6 closed out, a net change of +3 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q1 2015 was Old National Bancorp, an estimated $8.99M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q1 2015 was Atria Investments, an estimated $15.8M sold.
Based on aggregated 13F filings for Q1 2015.