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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

84 hedge funds and large institutions have $177M invested in iShares Morningstar Small-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.2M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$5.69M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.1M
4
Bank of America
4
Bank of America
North Carolina
$15.9M
5
CIC
5
Cornercap Investment Counsel
Georgia
$5.29M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$200K
2
Citadel Advisors
2
Citadel Advisors
Florida
$544K
3
Morgan Stanley
3
Morgan Stanley
New York
$34.7M
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
F
5
F3Logic
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$991K +$121K +2,154 +14%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$958K -$24.3K -432 -2%
RJA
28
Raymond James & Associates
Florida
$876K +$144K +2,559 +20%
CWM
29
Connecticut Wealth Management
Connecticut
$749K +$165K +2,157 +28%
AW
30
ACG Wealth
Georgia
$708K -$188K -3,336 -21%
TC
31
TAP Consulting
Missouri
$670K -$53.3K -948 -7%
SFS
32
Sowell Financial Services
Arkansas
$607K +$607K +30,612 New
CA
33
Cetera Advisors
Colorado
$604K -$77.9K -1,386 -11%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$546K -$3.21K -57 -0.6%
Citadel Advisors
35
Citadel Advisors
Florida
$544K -$1.25M -22,305 -70%
TW
36
Towerpoint Wealth
California
$485K -$4.22K -75 -0.9%
PK
37
Pflug Koory
Nebraska
$470K – – –
LNC
38
Lincoln National Corp
Pennsylvania
$447K -$17.2K -306 -4%
RCA
39
Resonant Capital Advisors
Wisconsin
$396K – – –
LFAS
40
Level Four Advisory Services
Texas
$393K – – –
HH
41
HWG Holdings
Texas
$351K +$351K +6,246 New
CFGS
42
Concourse Financial Group Securities
Alabama
$326K -$18.7K -333 -5%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$324K – – –
BO
44
BRR OpCo
Ohio
$272K -$11K -195 -4%
GWM
45
Geneos Wealth Management
Colorado
$256K +$153K +7,887 +149%
Creative Planning
46
Creative Planning
Kansas
$239K -$33.7K -600 -12%
EH
47
Equitable Holdings
New York
$238K +$238K +4,239 New
FCB
48
First Command Bank
Texas
$215K +$4.55K +81 +2%
FCFS
49
First Command Financial Services
Texas
$215K +$4.55K +81 +2%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$200K -$1.89M -33,540 -90%
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