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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

85 hedge funds and large institutions have $122M invested in iShares Morningstar Small-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.08M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.28M
4
FSC
4
Full Sail Capital
Oklahoma
$431K
5
CCP
5
Cardan Capital Partners
Colorado
$18M

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$464K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$594K
3
EWM
3
Executive Wealth Management
Michigan
$60K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.8M
5
UBS Group
5
UBS Group
Switzerland
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$594K -$1.06M -23,169 -64%
TW
27
Towerpoint Wealth
California
$576K – – –
Mariner
28
Mariner
Kansas
$568K – – –
Jane Street
29
Jane Street
New York
$519K -$412K -8,964 -44%
ECM
30
ETrade Capital Management
Virginia
$498K +$29.9K +651 +6%
FWM
31
Frontier Wealth Management
Missouri
$478K +$6.06K +132 +1%
TRCT
32
Tower Research Capital (TRC)
New York
$464K -$2.68M -58,263 -85%
CA
33
Cetera Advisors
Colorado
$441K +$20.5K +447 +5%
F
34
F3Logic
Minnesota
$431K +$2.35K +51 +0.5%
FSC
35
Full Sail Capital
Oklahoma
$431K +$431K +9,372 New
IDA
36
Intelligence Driven Advisers
California
$381K -$2.48K -54 -0.6%
MML Investors Services
37
MML Investors Services
Massachusetts
$347K -$29.2K -636 -8%
SPC
38
Sigma Planning Corp
Michigan
$343K -$2.76K -60 -0.8%
FLI
39
Family Legacy Inc
South Carolina
$336K +$29.6K +621 +10%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$324K +$209K +10,674 +182%
LFAS
41
Level Four Advisory Services
Texas
$321K -$26.8K -582 -8%
PAG
42
Private Advisor Group
New Jersey
$286K +$286K +6,231 New
NL
43
NWAM LLC
Washington
$246K -$16.9K -366 -6%
AMG
44
Asset Management Group
Connecticut
$246K +$1.24K +27 +0.5%
GWM
45
Geneos Wealth Management
Colorado
$222K -$13.8K -300 -6%
TAIM
46
TD Ameritrade Investment Management
Nebraska
$212K +$212K +4,611 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$210K -$13.8K -300 -6%
CAM
48
Concorde Asset Management
Michigan
$205K +$205K +4,140 New
CFGS
49
Concourse Financial Group Securities
Alabama
$192K -$12.8K -279 -6%
Citigroup
50
Citigroup
New York
$182K -$11.4K -249 -6%
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