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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

70 hedge funds and large institutions have $76.2M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-22
Holders Change %
-23.91%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
22
Reduced
27
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.45M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.84M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.44M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.32M

Top Sellers

1
CCP
1
Cardan Capital Partners
Colorado
$2.26M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1M
3
UBS Group
3
UBS Group
Switzerland
$1.56M
4
Wells Fargo
4
Wells Fargo
California
$9.05M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$525K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWMCB
26
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$525K -$911K -32,037 -63%
CWM
27
Connecticut Wealth Management
Connecticut
$436K -$658K -23,136 -60%
ECM
28
ETrade Capital Management
Virginia
$404K +$77.9K +2,739 +24%
CA
29
Cetera Advisors
Colorado
$387K +$71.9K +2,523 +23%
TW
30
Towerpoint Wealth
California
$345K -$6.24K -219 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$342K -$91.5K -3,213 -21%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$324K – – –
Citigroup
33
Citigroup
New York
$288K +$168K +5,916 +140%
F
34
F3Logic
Minnesota
$275K +$2.91K +102 +1%
FCFS
35
First Command Financial Services
Texas
$265K +$5.54K +195 +2%
FCB
36
First Command Bank
Texas
$265K +$5.54K +195 +2%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$241K +$57.9K +2,034 +32%
CFGS
38
Concourse Financial Group Securities
Alabama
$128K +$11.6K +408 +10%
GWM
39
Geneos Wealth Management
Colorado
$125K – – –
BBHC
40
Brown Brothers Harriman & Co
New York
$107K -$49.9K -1,749 -32%
NFG
41
Next Financial Group
Texas
$89K -$21.6K -762 -20%
PCG
42
Private Capital Group
Connecticut
$75K +$13.4K +471 +22%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$61K -$65.5K -2,310 -52%
AAP
44
Arax Advisory Partners
Colorado
$51K +$600 +21 +1%
GFPC
45
Global Financial Private Client
Florida
$48.1K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$48K – – –
CIAS
47
Capital Investment Advisory Services
North Carolina
$34K – – –
ASN
48
Advisory Services Network
Georgia
$28K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$28K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$26K -$9.19K -318 -26%
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