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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

89 hedge funds and large institutions have $159M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
22
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIC
1
Cornercap Investment Counsel
Georgia
$4.28M
2
OMC
2
Old Mission Capital
Illinois
$3.07M
3
S
3
Surevest
California
$1.59M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.71M
5
JCIA
5
Jackson Creek Investment Advisors
Colorado
$835K

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$3.79M
2
Bank of America
2
Bank of America
North Carolina
$6.53M
3
Ameriprise
3
Ameriprise
Minnesota
$1.5M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
DC
5
Davenport & Co
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
26
Perennial Investment Advisors
California
$1.05M +$3.34K +57 +0.3%
CMP
27
Courage Miller Partners
Virginia
$982K -$2.29K -39 -0.2%
AW
28
ACG Wealth
Georgia
$940K +$823 +14 +0.1%
Osaic Holdings
29
Osaic Holdings
Arizona
$919K -$23.8K -248 -3%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$915K -$104K -1,767 -10%
RJA
31
Raymond James & Associates
Florida
$862K -$4.88K -83 -0.6%
JCIA
32
Jackson Creek Investment Advisors
Colorado
$835K +$835K +18,589 New
TRCT
33
Tower Research Capital (TRC)
New York
$829K +$88.7K +1,508 +12%
PSF
34
Pacific Sun Financial
California
$816K -$7.05K -120 -0.9%
Mariner
35
Mariner
Kansas
$742K +$59.2K +1,008 +9%
CA
36
Cetera Advisors
Colorado
$664K +$14.1K +240 +2%
Jane Street
37
Jane Street
New York
$596K +$596K +10,147 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$544K +$2.94K +50 +0.5%
TW
39
Towerpoint Wealth
California
$503K – – –
PK
40
Pflug Koory
Nebraska
$491K – – –
LNC
41
Lincoln National Corp
Pennsylvania
$470K +$294 +5 +0.1%
Citadel Advisors
42
Citadel Advisors
Florida
$447K -$136K -2,307 -23%
SPC
43
Sigma Planning Corp
Michigan
$421K -$32.1K -546 -7%
LFAS
44
Level Four Advisory Services
Texas
$394K – – –
CFGS
45
Concourse Financial Group Securities
Alabama
$330K -$12.6K -214 -4%
HighTower Advisors
46
HighTower Advisors
Illinois
$325K +$325K +5,526 New
TC
47
TAP Consulting
Missouri
$306K -$399K -6,780 -57%
ATC
48
Argent Trust Co
Tennessee
$287K -$37.4K -637 -12%
GWM
49
Geneos Wealth Management
Colorado
$258K +$59 +1 +0%
EH
50
Equitable Holdings
New York
$251K -$823 -14 -0.3%
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