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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

84 hedge funds and large institutions have $166M invested in iShares Morningstar Small-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
24
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MTC
1
Matrix Trust Company
Colorado
$10.8M
2
SFS
2
Sowell Financial Services
Arkansas
$1.92M
3
Ameriprise
3
Ameriprise
Minnesota
$6.33M
4
TRCT
4
Tower Research Capital (TRC)
New York
$546K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$385K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.7M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.26M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.04M
5
LPL Financial
5
LPL Financial
California
$5.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$987K -$10.2K -180 -1%
AW
27
ACG Wealth
Georgia
$907K +$1.25K +22 +0.1%
PSF
28
Pacific Sun Financial
California
$825K +$825K +14,505 New
RJA
29
Raymond James & Associates
Florida
$819K -$90.1K -1,585 -10%
FHA
30
Flagship Harbor Advisors
Massachusetts
$697K – – –
TC
31
TAP Consulting
Missouri
$675K -$88.6K -1,557 -12%
Mariner
32
Mariner
Kansas
$661K +$57 +1 +0%
CA
33
Cetera Advisors
Colorado
$657K +$25.6K +451 +4%
Osaic Holdings
34
Osaic Holdings
Arizona
$630K -$66.5K -1,172 -10%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$546K -$19K -335 -3%
TRCT
36
Tower Research Capital (TRC)
New York
$546K +$480K +8,437 +726%
TW
37
Towerpoint Wealth
California
$487K – – –
PK
38
Pflug Koory
Nebraska
$475K – – –
CCP
39
Cardan Capital Partners
Colorado
$467K +$114K +2,008 +32%
LNC
40
Lincoln National Corp
Pennsylvania
$454K +$170 +3 +0%
SPC
41
Sigma Planning Corp
Michigan
$439K +$35.5K +625 +9%
LFAS
42
Level Four Advisory Services
Texas
$397K – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$385K +$385K +6,773 New
CFGS
44
Concourse Financial Group Securities
Alabama
$336K – – –
ATC
45
Argent Trust Co
Tennessee
$314K +$314K +5,526 New
GWM
46
Geneos Wealth Management
Colorado
$255K – – –
Creative Planning
47
Creative Planning
Kansas
$242K -$171 -3 -0.1%
EH
48
Equitable Holdings
New York
$234K -$7.45K -131 -3%
FCB
49
First Command Bank
Texas
$218K – – –
FCFS
50
First Command Financial Services
Texas
$218K – – –
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2
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