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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

79 hedge funds and large institutions have $121M invested in iShares Morningstar Small-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
28
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$5.69M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.07M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.21M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$1.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.39M
2
Jane Street
2
Jane Street
New York
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$203K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.47M
5
Bank of America
5
Bank of America
North Carolina
$7.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$591K +$141K +2,883 +31%
Goldman Sachs
27
Goldman Sachs
New York
$581K +$28K +573 +5%
FIM
28
Freedom Investment Management
Connecticut
$558K +$28.2K +576 +5%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$527K +$147K +3,006 +39%
PAG
30
Private Advisor Group
New Jersey
$515K +$15.9K +324 +3%
CFA
31
Camarda Financial Advisors
Florida
$479K -$16.4K -336 -3%
MWAC
32
Mariner Wealth Advisors (Cincinnati)
Ohio
$435K – – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$398K +$112K +2,292 +39%
CA
34
Cetera Advisors
Colorado
$342K +$7.94K +162 +2%
LFAS
35
Level Four Advisory Services
Texas
$339K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$323K +$15.5K +318 +5%
SPC
37
Sigma Planning Corp
Michigan
$319K +$97.6K +1,995 +44%
OAM
38
Oppenheimer Asset Management
New York
$306K -$40K -819 -12%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$297K -$2.35K -48 -0.8%
SI
40
SII Investments
Wisconsin
$285K +$2.8K +57 +1%
NPC
41
National Planning Corporation
California
$276K +$586 +12 +0.2%
AMG
42
Asset Management Group
Connecticut
$262K +$1.17K +24 +0.5%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$261K +$261K +5,337 New
GWM
44
Geneos Wealth Management
Colorado
$250K -$36.7K -750 -13%
Mariner
45
Mariner
Kansas
$248K – – –
Wolverine Trading
46
Wolverine Trading
Illinois
$240K +$240K +4,914 New
VFA
47
Voya Financial Advisors
Connecticut
$221K -$27.3K -558 -11%
FA
48
FDx Advisors
Illinois
$221K -$27.3K -558 -11%
MML Investors Services
49
MML Investors Services
Massachusetts
$203K -$614K -12,585 -75%
TH
50
Timber Hill
Connecticut
$202K -$302K -6,168 -60%
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