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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

87 hedge funds and large institutions have $115M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
21
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.57M
2
Wells Fargo
2
Wells Fargo
California
$12.8M
3
Ameriprise
3
Ameriprise
Minnesota
$7.77M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.05M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.99M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$4.78M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
JIP
4
Jaffetilchin Investment Partners
Florida
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$132K
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
26
ETrade Capital Management
Virginia
$532K 10,461 -114 -1%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$483K 9,495 +2,169 +30%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$475K 9,948 – –
LFAS
29
Level Four Advisory Services
Texas
$440K 8,661 – –
MWAC
30
Mariner Wealth Advisors (Cincinnati)
Ohio
$402K 7,917 – –
CA
31
Cetera Advisors
Colorado
$364K 7,149 +183 +3%
FLI
32
Family Legacy Inc
South Carolina
$325K 6,393 +42 +0.7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$315K 6,210 -384 -6%
SPC
34
Sigma Planning Corp
Michigan
$305K 5,997 -60 -1%
AMG
35
Asset Management Group
Connecticut
$275K 5,418 – –
GWM
36
Geneos Wealth Management
Colorado
$260K 5,130 – –
CFA
37
Camarda Financial Advisors
Florida
$244K 4,800 -129 -3%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$238K 4,692 -42 -0.9%
MML Investors Services
39
MML Investors Services
Massachusetts
$231K 4,545 -888 -16%
Stifel Financial
40
Stifel Financial
Missouri
$228K 4,509 +4,509 New
Mariner
41
Mariner
Kansas
$226K 4,452 – –
RJFSA
42
Raymond James Financial Services Advisors
Florida
$224K 4,407 – –
Creative Planning
43
Creative Planning
Kansas
$217K 4,278 +4,278 New
PCIA
44
Prime Capital Investment Advisors
Kansas
$183K 3,600 – –
Citigroup
45
Citigroup
New York
$177K 3,486 +561 +19%
BAMG
46
Brand Asset Management Group
Missouri
$159K 3,126 +3,126 New
OIA
47
OneDigital Investment Advisors
Kansas
$146K 2,880 -174 -6%
BCA
48
Bay Colony Advisors
Massachusetts
$138K 2,721 +2,721 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$132K 2,598 -8,871 -77%
PCG
50
Private Capital Group
Connecticut
$124K 2,445 – –
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