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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

86 hedge funds and large institutions have $132M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
20
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.18M
2
Wells Fargo
2
Wells Fargo
California
$13.5M
3
F
3
F3Logic
Minnesota
$474K
4
Jane Street
4
Jane Street
New York
$447K
5
PAG
5
Private Advisor Group
New Jersey
$414K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$22.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$975K
4
TRCT
4
Tower Research Capital (TRC)
New York
$42K
5
Bank of America
5
Bank of America
North Carolina
$4.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$546K 3,552 +387 +12%
FWM
27
Frontier Wealth Management
Missouri
$510K 3,314 -490 -13%
ECM
28
ETrade Capital Management
Virginia
$510K 3,315 -172 -5%
F
29
F3Logic
Minnesota
$474K 3,068 +3,068 New
Jane Street
30
Jane Street
New York
$447K 2,908 +2,908 New
LFAS
31
Level Four Advisory Services
Texas
$444K 2,887 – –
CA
32
Cetera Advisors
Colorado
$438K 2,842 +459 +19%
PAG
33
Private Advisor Group
New Jersey
$414K 2,694 +2,694 New
MWAC
34
Mariner Wealth Advisors (Cincinnati)
Ohio
$406K 2,639 – –
SPC
35
Sigma Planning Corp
Michigan
$385K 2,505 +506 +25%
FLI
36
Family Legacy Inc
South Carolina
$329K 2,141 +10 +0.5%
AMG
37
Asset Management Group
Connecticut
$279K 1,813 +7 +0.4%
GWM
38
Geneos Wealth Management
Colorado
$262K 1,710 – –
CFA
39
Camarda Financial Advisors
Florida
$238K 1,551 -49 -3%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$236K 1,539 -25 -2%
Citigroup
41
Citigroup
New York
$232K 1,506 +344 +30%
Mariner
42
Mariner
Kansas
$228K 1,484 – –
Stifel Financial
43
Stifel Financial
Missouri
$227K 1,467 -36 -2%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$221K 1,440 -630 -30%
Creative Planning
45
Creative Planning
Kansas
$219K 1,426 – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$218K 1,415 -54 -4%
PCIA
47
Prime Capital Investment Advisors
Kansas
$189K 1,230 +30 +3%
BAMG
48
Brand Asset Management Group
Missouri
$160K 1,042 – –
OIA
49
OneDigital Investment Advisors
Kansas
$138K 897 -63 -7%
PCG
50
Private Capital Group
Connecticut
$126K 815 – –
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