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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

96 hedge funds and large institutions have $141M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$7.73M
2
VCS
2
Vaughan & Co Securities
New Jersey
$6.41M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.45M
5
Jane Street
5
Jane Street
New York
$1.99M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.52M
3
OAM
3
Oak Asset Management
California
$0
4
Bank of America
4
Bank of America
North Carolina
$3.96M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
26
M Holdings Securities
Oregon
$948K – – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$909K -$5.28K -111 -0.6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$874K -$54.6K -1,150 -6%
DADC
29
D.A. Davidson & Co
Montana
$871K -$43.8K -921 -5%
PIA
30
Perennial Investment Advisors
California
$822K +$9.37K +197 +1%
JCIA
31
Jackson Creek Investment Advisors
Colorado
$791K +$69.9K +2,014 +10%
RJA
32
Raymond James & Associates
Florida
$760K +$13.7K +288 +2%
CMP
33
Courage Miller Partners
Virginia
$753K -$40.8K -858 -5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$745K +$20.5K +431 +3%
AW
35
ACG Wealth
Georgia
$734K – – –
PSF
36
Pacific Sun Financial
California
$635K – – –
Mariner
37
Mariner
Kansas
$562K – – –
CA
38
Cetera Advisors
Colorado
$528K -$3.37K -71 -0.6%
KBFS
39
Kohmann Bosshard Financial Services
Ohio
$470K +$470K +9,892 New
Osaic Holdings
40
Osaic Holdings
Arizona
$453K +$30.6K +644 +7%
CAN
41
Cetera Advisor Networks
California
$423K -$17.1K -359 -4%
TW
42
Towerpoint Wealth
California
$406K – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$401K +$84.6K +1,781 +27%
DAS
44
Dynamic Advisor Solutions
Arizona
$398K +$398K +8,364 New
LNC
45
Lincoln National Corp
Pennsylvania
$380K -$94.8K -1,998 -20%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$374K -$56.4K -1,187 -13%
MFG
47
Merit Financial Group
Georgia
$356K +$356K +7,486 New
BDF
48
Black Diamond Financial
Maryland
$328K -$18K -378 -5%
LFAS
49
Level Four Advisory Services
Texas
$318K – – –
SPC
50
Sigma Planning Corp
Michigan
$299K -$41.4K -870 -12%
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