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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

94 hedge funds and large institutions have $134M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
24
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.18M
3
HCA
3
Hyperion Capital Advisors
New York
$1.38M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.26M
5
OAM
5
Oak Asset Management
California
$840K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.79M
2
CIC
2
Cornercap Investment Counsel
Georgia
$0
3
OMC
3
Old Mission Capital
Illinois
$364K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.56M
5
Bank of America
5
Bank of America
North Carolina
$4.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
26
Perennial Investment Advisors
California
$862K -$41K -813 -5%
JCIA
27
Jackson Creek Investment Advisors
Colorado
$846K +$88.9K +2,182 +12%
CMP
28
Courage Miller Partners
Virginia
$840K -$352 -7 -0%
OAM
29
Oak Asset Management
California
$840K +$840K +16,702 New
RJA
30
Raymond James & Associates
Florida
$790K +$51.6K +1,025 +7%
AW
31
ACG Wealth
Georgia
$777K -$27.7K -551 -3%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$767K -$16.6K -330 -2%
VCS
33
Vaughan & Co Securities
New Jersey
$736K +$736K +14,621 New
PSF
34
Pacific Sun Financial
California
$672K -$26.4K -525 -4%
TRCT
35
Tower Research Capital (TRC)
New York
$613K -$95.9K -1,908 -14%
Mariner
36
Mariner
Kansas
$595K -$40.3K -801 -6%
CA
37
Cetera Advisors
Colorado
$563K -$5.79K -115 -1%
LNC
38
Lincoln National Corp
Pennsylvania
$503K +$101K +2,004 +25%
CAN
39
Cetera Advisor Networks
California
$465K +$465K +9,254 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$456K -$10.1K -200 -2%
Osaic Holdings
41
Osaic Holdings
Arizona
$446K -$36K -716 -7%
TW
42
Towerpoint Wealth
California
$430K -$1.31K -26 -0.3%
BDF
43
Black Diamond Financial
Maryland
$366K +$366K +7,269 New
OMC
44
Old Mission Capital
Illinois
$364K -$2.27M -45,068 -86%
SPC
45
Sigma Planning Corp
Michigan
$360K -$251 -5 -0.1%
LFAS
46
Level Four Advisory Services
Texas
$337K – – –
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$335K +$335K +6,656 New
HighTower Advisors
48
HighTower Advisors
Illinois
$301K +$24.1K +482 +9%
CFGS
49
Concourse Financial Group Securities
Alabama
$295K +$13K +258 +5%
ATC
50
Argent Trust Co
Tennessee
$246K – – –
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