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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

84 hedge funds and large institutions have $208M invested in iShares Morningstar Small-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
23
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$28M
2
LPL Financial
2
LPL Financial
California
$7.37M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$8.03M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.8M
5
Wells Fargo
5
Wells Fargo
California
$22.7M

Top Sellers

1
CPIG
1
Chicago Partners Investment Group
Illinois
$3.05M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.5M
3
BDS
3
Banco de Sabadell
Florida
$0
4
Ameriprise
4
Ameriprise
Minnesota
$5.96M
5
Stifel Financial
5
Stifel Financial
Missouri
$342K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.16M +$58.9K +1,003 +5%
CMP
27
Courage Miller Partners
Virginia
$1.11M -$23.3K -397 -2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.03M +$29.7K +506 +3%
RJA
29
Raymond James & Associates
Florida
$940K +$24.9K +424 +3%
AW
30
ACG Wealth
Georgia
$936K +$196K +3,342 +27%
TC
31
TAP Consulting
Missouri
$789K +$88.5K +1,506 +13%
Osaic Holdings
32
Osaic Holdings
Arizona
$721K -$312K -5,318 -30%
FHA
33
Flagship Harbor Advisors
Massachusetts
$697K +$697K +11,850 New
Mariner
34
Mariner
Kansas
$683K +$683K +11,623 New
CA
35
Cetera Advisors
Colorado
$653K +$21.2K +360 +3%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$584K +$13.6K +231 +2%
TW
37
Towerpoint Wealth
California
$504K -$3.65K -62 -0.7%
PK
38
Pflug Koory
Nebraska
$491K – – –
LNC
39
Lincoln National Corp
Pennsylvania
$469K +$2.17K +37 +0.5%
SPC
40
Sigma Planning Corp
Michigan
$417K +$417K +7,096 New
LFAS
41
Level Four Advisory Services
Texas
$411K – – –
HH
42
HWG Holdings
Texas
$369K +$2.29K +39 +0.6%
CCP
43
Cardan Capital Partners
Colorado
$365K +$365K +6,203 New
CFGS
44
Concourse Financial Group Securities
Alabama
$347K +$6.17K +105 +2%
Stifel Financial
45
Stifel Financial
Missouri
$342K -$766K -13,016 -69%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$324K -$648K -11,020 -67%
ASN
47
Advisory Services Network
Georgia
$308K +$308K +5,239 New
BO
48
BRR OpCo
Ohio
$291K +$7.52K +128 +3%
GWM
49
Geneos Wealth Management
Colorado
$258K -$516K -8,794 -67%
Creative Planning
50
Creative Planning
Kansas
$250K +$176 +3 +0.1%
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