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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

87 hedge funds and large institutions have $107M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
22
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$15.7M
2
TRCT
2
Tower Research Capital (TRC)
New York
$2.81M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$3.93M
4
Wells Fargo
4
Wells Fargo
California
$12.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
AFP
2
Ausdal Financial Partners
Iowa
$0
3
AI
3
Atria Investments
North Carolina
$0
4
LPL Financial
4
LPL Financial
California
$4.58M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$603K 4,914 -1,143 -19%
TW
27
Towerpoint Wealth
California
$514K 4,177 +4,177 New
Mariner
28
Mariner
Kansas
$508K 4,123 +2,639 +178%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$507K 4,115 +185 +5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$450K 3,650 +98 +3%
FWM
31
Frontier Wealth Management
Missouri
$422K 3,426 +112 +3%
ECM
32
ETrade Capital Management
Virginia
$418K 3,396 +81 +2%
F
33
F3Logic
Minnesota
$383K 3,107 +39 +1%
CA
34
Cetera Advisors
Colorado
$377K 3,055 +213 +7%
IDA
35
Intelligence Driven Advisers
California
$342K 2,780 +2,780 New
MML Investors Services
36
MML Investors Services
Massachusetts
$336K 2,731 -830 -23%
LFAS
37
Level Four Advisory Services
Texas
$311K 2,522 -365 -13%
SPC
38
Sigma Planning Corp
Michigan
$309K 2,505 – –
FLI
39
Family Legacy Inc
South Carolina
$264K 2,145 +4 +0.2%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$240K 1,952 -2,218 -53%
NL
41
NWAM LLC
Washington
$234K 1,903 -2,016 -51%
AMG
42
Asset Management Group
Connecticut
$219K 1,776 -37 -2%
GWM
43
Geneos Wealth Management
Colorado
$209K 1,710 – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$200K 1,623 +84 +5%
CFA
45
Camarda Financial Advisors
Florida
$191K 1,551 – –
CFGS
46
Concourse Financial Group Securities
Alabama
$183K 1,487 +1,487 New
Citigroup
47
Citigroup
New York
$173K 1,406 -100 -7%
NFG
48
Next Financial Group
Texas
$159K 1,295 +960 +287%
BAMG
49
Brand Asset Management Group
Missouri
$128K 1,042 – –
OIA
50
OneDigital Investment Advisors
Kansas
$103K 832 -65 -7%
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