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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

74 hedge funds and large institutions have $94.9M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
21
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIC
1
Cornercap Investment Counsel
Georgia
$3.38M
2
AAS
2
Avantax Advisory Services
Texas
$10.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.18M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.21M
5
Bank of America
5
Bank of America
North Carolina
$2.65M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$527K
2
Morgan Stanley
2
Morgan Stanley
New York
$22.1M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.72M
4
Jane Street
4
Jane Street
New York
$0
5
Citigroup
5
Citigroup
New York
$91K
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
ETrade Capital Management
Virginia
$492K +$1.38K +39 +0.3%
RJA
27
Raymond James & Associates
Florida
$481K -$21K -594 -4%
CA
28
Cetera Advisors
Colorado
$475K +$11.1K +315 +2%
TC
29
TAP Consulting
Missouri
$468K -$36.3K -1,026 -7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$422K -$22K -621 -5%
F
31
F3Logic
Minnesota
$346K +$2.44K +69 +0.7%
TW
32
Towerpoint Wealth
California
$343K -$85.6K -2,421 -20%
Goldman Sachs
33
Goldman Sachs
New York
$343K +$343K +9,711 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$324K – – –
PK
35
Pflug Koory
Nebraska
$295K – – –
LNC
36
Lincoln National Corp
Pennsylvania
$292K +$11.5K +324 +4%
RCA
37
Resonant Capital Advisors
Wisconsin
$248K +$248K +7,008 New
LFAS
38
Level Four Advisory Services
Texas
$247K – – –
CWM
39
Connecticut Wealth Management
Connecticut
$208K -$234K -6,612 -53%
CFGS
40
Concourse Financial Group Securities
Alabama
$204K +$14.8K +417 +8%
GWM
41
Geneos Wealth Management
Colorado
$151K – – –
FCFS
42
First Command Financial Services
Texas
$133K -$39.4K -1,110 -23%
FCB
43
First Command Bank
Texas
$133K -$39.4K -1,110 -23%
BBHC
44
Brown Brothers Harriman & Co
New York
$133K – – –
NFG
45
Next Financial Group
Texas
$111K +$111K +3,138 New
TAIM
46
TD Ameritrade Investment Management
Nebraska
$107K +$1.17K +33 +1%
Citigroup
47
Citigroup
New York
$91K -$287K -8,073 -76%
PCG
48
Private Capital Group
Connecticut
$67K -$26.7K -750 -28%
GFPC
49
Global Financial Private Client
Florida
$64.3K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$54K – – –
1
2
3 4