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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

92 hedge funds and large institutions have $141M invested in iShares Morningstar Small-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
26
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$11.4M
2
Wells Fargo
2
Wells Fargo
California
$17M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$701K
4
Jane Street
4
Jane Street
New York
$521K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.1M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$201K
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.99M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$729K
5
Ameriprise
5
Ameriprise
Minnesota
$4.92M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$684K 4,772 -1,103 -19%
TW
27
Towerpoint Wealth
California
$591K 4,112 -65 -2%
TRCT
28
Tower Research Capital (TRC)
New York
$573K 3,993 -448 -10%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$560K 3,903 -272 -7%
ECM
30
ETrade Capital Management
Virginia
$549K 3,825 -373 -9%
CA
31
Cetera Advisors
Colorado
$530K 3,688 +41 +1%
Jane Street
32
Jane Street
New York
$521K 3,625 +3,625 New
F
33
F3Logic
Minnesota
$457K 3,184 +21 +0.7%
FSC
34
Full Sail Capital
Oklahoma
$447K 3,124 – –
FWM
35
Frontier Wealth Management
Missouri
$442K 3,078 -309 -9%
FCFS
36
First Command Financial Services
Texas
$437K 3,045 +1,932 +174%
FCB
37
First Command Bank
Texas
$437K 3,045 +1,932 +174%
FLI
38
Family Legacy Inc
South Carolina
$390K 2,737 +120 +5%
IWM
39
IHT Wealth Management
Illinois
$336K 2,342 +483 +26%
LFAS
40
Level Four Advisory Services
Texas
$335K 2,328 – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$324K 5,510 – –
EH
42
Equitable Holdings
New York
$323K 2,252 +2,252 New
TAIM
43
TD Ameritrade Investment Management
Nebraska
$308K 2,143 +153 +8%
MML Investors Services
44
MML Investors Services
Massachusetts
$305K 2,121 -1,603 -43%
Creative Planning
45
Creative Planning
Kansas
$277K 1,927 – –
BBHC
46
Brown Brothers Harriman & Co
New York
$263K 1,833 -582 -24%
AMG
47
Asset Management Group
Connecticut
$261K 1,814 +20 +1%
LNC
48
Lincoln National Corp
Pennsylvania
$247K 1,722 – –
PAG
49
Private Advisor Group
New Jersey
$240K 1,674 +42 +3%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$237K 1,651 +1,651 New
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