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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

80 hedge funds and large institutions have $120M invested in iShares Morningstar Small-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
27
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$14.9M
2
LPL Financial
LPL Financial
California
$3.74M
3
Citadel Advisors
Citadel Advisors
Florida
$2.61M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$963K
5
IWM
IHT Wealth Management
Illinois
$249K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$18.1M
2
AG
Advisor Group
Arizona
$786K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.3M
4
Jane Street
Jane Street
New York
$0
5
Mariner
Mariner
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$594K -$348K -7,803 -37%
ECM
27
ETrade Capital Management
Virginia
$561K +$73.1K +1,641 +15%
TW
28
Towerpoint Wealth
California
$559K – – –
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$557K +$43.2K +972 +8%
MML Investors Services
30
MML Investors Services
Massachusetts
$498K +$159K +3,558 +47%
CA
31
Cetera Advisors
Colorado
$487K +$43.9K +987 +10%
FWM
32
Frontier Wealth Management
Missouri
$453K -$20.7K -465 -4%
FSC
33
Full Sail Capital
Oklahoma
$435K – – –
F
34
F3Logic
Minnesota
$423K +$2.68K +60 +0.6%
FLI
35
Family Legacy Inc
South Carolina
$367K +$25.1K +537 +7%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$324K – – –
BBHC
37
Brown Brothers Harriman & Co
New York
$323K – – –
LFAS
38
Level Four Advisory Services
Texas
$311K – – –
TAIM
39
TD Ameritrade Investment Management
Nebraska
$266K -$1.47K -33 -0.5%
Creative Planning
40
Creative Planning
Kansas
$258K – – –
IWM
41
IHT Wealth Management
Illinois
$249K +$249K +5,577 New
AMG
42
Asset Management Group
Connecticut
$240K – – –
LNC
43
Lincoln National Corp
Pennsylvania
$230K +$230K +5,166 New
SPC
44
Sigma Planning Corp
Michigan
$221K -$41.9K -939 -16%
PAG
45
Private Advisor Group
New Jersey
$218K – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$194K -$3.47K -78 -2%
GWM
47
Geneos Wealth Management
Colorado
$193K -$20.6K -465 -10%
Citigroup
48
Citigroup
New York
$180K +$3.21K +72 +2%
NFG
49
Next Financial Group
Texas
$174K – – –
PCIA
50
Prime Capital Investment Advisors
Kansas
$160K – – –
1
2
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