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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

82 hedge funds and large institutions have $150M invested in iShares Morningstar Small-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+15
Holders Change %
+22.39%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
33
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Churchill Management
California
$24.3M
2
ONB
2
Old National Bancorp
Indiana
$9.37M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$3.15M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.37M
5
Bank of America
5
Bank of America
North Carolina
$7.86M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.26M
2
CFA
2
Camarda Financial Advisors
Florida
$874K
3
VF
3
Virtu Financial
New York
$0
4
FWM
4
Frontier Wealth Management
Missouri
$909K
5
NFG
5
Next Financial Group
Texas
$70K
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
26
Camarda Financial Advisors
Florida
$874K 6,061 -6,124 -50%
ECM
27
ETrade Capital Management
Virginia
$630K 4,370 -34 -0.8%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$590K 4,094 +1,644 +67%
FIM
29
Freedom Investment Management
Connecticut
$557K 3,861 +57 +1%
NL
30
NWAM LLC
Washington
$550K 3,812 +129 +4%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$503K 3,486 +463 +15%
PAG
32
Private Advisor Group
New Jersey
$453K 3,201 +441 +16%
MWAC
33
Mariner Wealth Advisors (Cincinnati)
Ohio
$428K 2,969 +2,969 New
TH
34
Timber Hill
Connecticut
$413K 2,866 +2,866 New
FAAS
35
First Allied Advisory Services
California
$370K 2,567 +2,567 New
OAM
36
Oppenheimer Asset Management
New York
$341K 2,364 +2,364 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$333K 2,310 – –
CA
38
Cetera Advisors
Colorado
$328K 2,273 -291 -11%
LFAS
39
Level Four Advisory Services
Texas
$327K 2,312 +2,312 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$312K 2,162 -18 -0.8%
SI
41
SII Investments
Wisconsin
$310K 2,145 +4 +0.2%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$305K 2,118 +93 +5%
GWM
43
Geneos Wealth Management
Colorado
$282K 1,955 – –
AMG
44
Asset Management Group
Connecticut
$268K 1,862 +6 +0.3%
Mariner
45
Mariner
Kansas
$244K 1,689 – –
NPC
46
National Planning Corporation
California
$244K 1,709 +122 +8%
FLI
47
Family Legacy Inc
South Carolina
$232K 1,610 +1,610 New
SPC
48
Sigma Planning Corp
Michigan
$225K 1,563 – –
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$214K 1,483 +1,483 New
Northern Trust
50
Northern Trust
Illinois
$209K 1,450 +12 +0.8%
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