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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

90 hedge funds and large institutions have $118M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.91M
2
Wells Fargo
2
Wells Fargo
California
$11.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.93M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$1M
5
PSF
5
Pacific Sun Financial
California
$857K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$844K
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
OAM
4
Oppenheimer Asset Management
New York
$0
5
ECM
5
ETrade Capital Management
Virginia
$504K
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$620K 4,336 +1,900 +78%
FWM
27
Frontier Wealth Management
Missouri
$592K 4,137 -694 -14%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$563K 3,933 +59 +2%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$547K 3,823 -460 -11%
ECM
30
ETrade Capital Management
Virginia
$504K 3,525 -1,001 -22%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$475K 3,316 +368 +12%
LFAS
32
Level Four Advisory Services
Texas
$413K 2,887 – –
MWAC
33
Mariner Wealth Advisors (Cincinnati)
Ohio
$377K 2,639 – –
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$349K 2,442 -414 -14%
CA
35
Cetera Advisors
Colorado
$330K 2,322 -5 -0.2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$316K 2,198 -66 -3%
FLI
37
Family Legacy Inc
South Carolina
$303K 2,117 +214 +11%
SPC
38
Sigma Planning Corp
Michigan
$289K 2,019 +124 +7%
MML Investors Services
39
MML Investors Services
Massachusetts
$259K 1,811 +113 +7%
AMG
40
Asset Management Group
Connecticut
$258K 1,806 +7 +0.4%
GWM
41
Geneos Wealth Management
Colorado
$244K 1,710 – –
CFA
42
Camarda Financial Advisors
Florida
$235K 1,643 -284 -15%
SG Americas Securities
43
SG Americas Securities
New York
$229K 1,599 +1,599 New
PAG
44
Private Advisor Group
New Jersey
$226K 1,581 +43 +3%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$226K 1,578 +1,578 New
Mariner
46
Mariner
Kansas
$212K 1,484 -205 -12%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$210K 1,469 -44 -3%
IWM
48
IHT Wealth Management
Illinois
$178K 1,275 +3 +0.2%
PCIA
49
Prime Capital Investment Advisors
Kansas
$172K 1,200 – –
OIA
50
OneDigital Investment Advisors
Kansas
$146K 1,018 +4 +0.4%
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