ISCV icon

iShares Morningstar Small-Cap Value ETF

84 hedge funds and large institutions have $114M invested in iShares Morningstar Small-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
27
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$590K +$42.8K +843 +8%
FIM
27
Freedom Investment Management
Connecticut
$509K -$70.7K -1,392 -12%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$448K +$140K +2,769 +46%
LFAS
29
Level Four Advisory Services
Texas
$440K +$87.6K +1,725 +25%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$435K +$21.6K +426 +5%
MWAC
31
Mariner Wealth Advisors (Cincinnati)
Ohio
$402K -$50.3K -990 -11%
TRCT
32
Tower Research Capital (TRC)
New York
$371K +$371K +7,308 New
CA
33
Cetera Advisors
Colorado
$355K
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$345K +$9.14K +180 +3%
LNC
35
Lincoln National Corp
Pennsylvania
$307K +$307K +6,042 New
OAM
36
Oppenheimer Asset Management
New York
$306K
CFA
37
Camarda Financial Advisors
Florida
$293K -$204K -4,029 -41%
FLI
38
Family Legacy Inc
South Carolina
$290K +$290K +5,709 New
SPC
39
Sigma Planning Corp
Michigan
$289K -$42.5K -837 -13%
AMG
40
Asset Management Group
Connecticut
$274K +$2.13K +42 +0.8%
GWM
41
Geneos Wealth Management
Colorado
$260K +$760 +15 +0.3%
MML Investors Services
42
MML Investors Services
Massachusetts
$259K +$47.6K +936 +23%
Mariner
43
Mariner
Kansas
$257K
PAG
44
Private Advisor Group
New Jersey
$237K -$302K -5,877 -56%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$230K -$40.4K -798 -15%
IWM
46
IHT Wealth Management
Illinois
$196K +$108K +2,100 +122%
PCIA
47
Prime Capital Investment Advisors
Kansas
$183K +$183K +3,600 New
Citigroup
48
Citigroup
New York
$158K +$9.88K +195 +7%
OIA
49
OneDigital Investment Advisors
Kansas
$154K +$456 +9 +0.3%
PMFA
50
Plante Moran Financial Advisors
Michigan
$152K