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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

86 hedge funds and large institutions have $131M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
20
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$10.4M
2
UBS Group
UBS Group
Switzerland
$4.94M
3
DADC
D.A. Davidson & Co
Montana
$1.47M
4
BDS
Banco de Sabadell
Florida
$1.01M
5
Citadel Advisors
Citadel Advisors
Florida
$1.5M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$9.75M
2
CIC
Cornercap Investment Counsel
Georgia
$1.95M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.84M
4
TRCT
Tower Research Capital (TRC)
New York
$559K
5
Ameriprise
Ameriprise
Minnesota
$5.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$725K -$216K -4,599 -23%
RJA
27
Raymond James & Associates
Florida
$611K -$27.5K -585 -4%
TC
28
TAP Consulting
Missouri
$604K -$17.2K -366 -3%
CA
29
Cetera Advisors
Colorado
$570K -$61.9K -1,317 -10%
TRCT
30
Tower Research Capital (TRC)
New York
$559K -$1.07M -22,815 -66%
CWM
31
Connecticut Wealth Management
Connecticut
$464K +$108K +1,776 +30%
F
32
F3Logic
Minnesota
$461K +$1.97K +42 +0.4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$459K -$102K -2,166 -18%
Goldman Sachs
34
Goldman Sachs
New York
$456K – – –
TW
35
Towerpoint Wealth
California
$409K -$46.7K -993 -10%
PK
36
Pflug Koory
Nebraska
$392K – – –
LNC
37
Lincoln National Corp
Pennsylvania
$388K +$141 +3 +0%
RCA
38
Resonant Capital Advisors
Wisconsin
$331K +$1.41K +30 +0.4%
LFAS
39
Level Four Advisory Services
Texas
$328K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$324K – – –
GWM
41
Geneos Wealth Management
Colorado
$299K +$52.1K +924 +21%
CFGS
42
Concourse Financial Group Securities
Alabama
$288K +$17.6K +375 +7%
BO
43
BRR OpCo
Ohio
$236K +$236K +5,022 New
KAS
44
Kestra Advisory Services
Texas
$233K +$233K +4,953 New
Creative Planning
45
Creative Planning
Kansas
$228K +$228K +4,851 New
PAG
46
Private Advisor Group
New Jersey
$208K +$208K +4,425 New
FCB
47
First Command Bank
Texas
$176K – – –
FCFS
48
First Command Financial Services
Texas
$176K – – –
NFG
49
Next Financial Group
Texas
$147K – – –
TAIM
50
TD Ameritrade Investment Management
Nebraska
$135K -$6.45K -138 -5%
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