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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

70 hedge funds and large institutions have $85.4M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.7M
2
EWMCB
2
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.02M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.14M
4
Ameriprise
4
Ameriprise
Minnesota
$4.18M
5
RJA
5
Raymond James & Associates
Florida
$491K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.41M
2
CCP
2
Cardan Capital Partners
Colorado
$0
3
Bank of America
3
Bank of America
North Carolina
$1.36M
4
Wells Fargo
4
Wells Fargo
California
$10.1M
5
TRCT
5
Tower Research Capital (TRC)
New York
$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$491K +$491K +14,187 New
ECM
27
ETrade Capital Management
Virginia
$480K -$11.9K -345 -2%
CA
28
Cetera Advisors
Colorado
$454K -$15.8K -456 -3%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$437K +$437K +12,642 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$434K +$18.8K +543 +5%
TW
31
Towerpoint Wealth
California
$419K – – –
Citigroup
32
Citigroup
New York
$368K +$17.3K +501 +5%
F
33
F3Logic
Minnesota
$336K +$1.77K +51 +0.5%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$324K – – –
Jane Street
35
Jane Street
New York
$298K -$442K -12,786 -60%
PK
36
Pflug Koory
Nebraska
$289K +$289K +8,349 New
LNC
37
Lincoln National Corp
Pennsylvania
$274K +$274K +7,929 New
LFAS
38
Level Four Advisory Services
Texas
$242K +$242K +6,984 New
CFGS
39
Concourse Financial Group Securities
Alabama
$185K +$29K +837 +19%
FCB
40
First Command Bank
Texas
$168K -$155K -4,470 -48%
FCFS
41
First Command Financial Services
Texas
$168K -$155K -4,470 -48%
GWM
42
Geneos Wealth Management
Colorado
$144K +$493 +15 +0.3%
BBHC
43
Brown Brothers Harriman & Co
New York
$130K – – –
PAG
44
Private Advisor Group
New Jersey
$128K +$128K +3,708 New
TAIM
45
TD Ameritrade Investment Management
Nebraska
$104K -$190K -5,469 -65%
PCG
46
Private Capital Group
Connecticut
$91K – – –
GFPC
47
Global Financial Private Client
Florida
$61K – – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$53K +$18.6K +540 +54%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$51K -$7.02K -204 -12%
AAP
50
Arax Advisory Partners
Colorado
$46K -$15.2K -444 -25%
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