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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

87 hedge funds and large institutions have $177M invested in iShares Morningstar Small-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.8M
2
VCM
2
Viewpoint Capital Management
Washington
$2.79M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.78M
4
Bank of America
4
Bank of America
North Carolina
$15M
5
SFS
5
Sowell Financial Services
Arkansas
$2.37M

Top Sellers

1
CIC
1
Cornercap Investment Counsel
Georgia
$0
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$589K
4
LPL Financial
4
LPL Financial
California
$5.41M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$239K
Name Market Value Shares Shares
Change 		Shares
Change %
CMP
26
Courage Miller Partners
Virginia
$995K 16,748 -750 -4%
AW
27
ACG Wealth
Georgia
$950K 15,980 +28 +0.2%
RJA
28
Raymond James & Associates
Florida
$877K 14,758 +352 +2%
PSF
29
Pacific Sun Financial
California
$832K 14,007 -498 -3%
TRCT
30
Tower Research Capital (TRC)
New York
$748K 12,592 +2,993 +31%
TC
31
TAP Consulting
Missouri
$712K 11,982 +117 +1%
Mariner
32
Mariner
Kansas
$691K 11,624 – –
CA
33
Cetera Advisors
Colorado
$658K 11,063 -491 -4%
Citadel Advisors
34
Citadel Advisors
Florida
$589K 9,908 -11,670 -54%
Osaic Holdings
35
Osaic Holdings
Arizona
$585K 9,842 -1,257 -11%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$547K 9,212 -392 -4%
TW
37
Towerpoint Wealth
California
$509K 8,566 – –
PK
38
Pflug Koory
Nebraska
$496K 8,349 – –
LNC
39
Lincoln National Corp
Pennsylvania
$475K 7,994 +4 +0.1%
SPC
40
Sigma Planning Corp
Michigan
$458K 7,710 -11 -0.1%
LFAS
41
Level Four Advisory Services
Texas
$398K 6,699 -285 -4%
CFGS
42
Concourse Financial Group Securities
Alabama
$346K 5,826 -78 -1%
ATC
43
Argent Trust Co
Tennessee
$328K 5,526 – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$325K 5,472 +5,472 New
GWM
45
Geneos Wealth Management
Colorado
$261K 4,400 – –
EH
46
Equitable Holdings
New York
$255K 4,285 +171 +4%
Creative Planning
47
Creative Planning
Kansas
$253K 4,251 – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$239K 4,014 -2,759 -41%
FCFS
49
First Command Financial Services
Texas
$228K 3,831 – –
RIA
50
Richwood Investment Advisors
Ohio
$226K 3,810 +3,810 New
1
2
3 4