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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

98 hedge funds and large institutions have $169M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
29
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.87M
2
MA
2
MONECO Advisors
Connecticut
$738K
3
VCS
3
Vaughan & Co Securities
New Jersey
$11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.22M
5
MCC
5
Money Concepts Capital
Florida
$703K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.1M
2
Wells Fargo
2
Wells Fargo
California
$13.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.45M
4
MWM
4
Merriman Wealth Management
Washington
$3.22M
5
Bank of America
5
Bank of America
North Carolina
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$1.09M +$511K +9,795 +89%
KBFS
27
Kohmann Bosshard Financial Services
Ohio
$1.07M – – –
MHS
28
M Holdings Securities
Oregon
$1.04M – – –
DADC
29
D.A. Davidson & Co
Montana
$957K +$574 +11 +0.1%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$885K -$87.4K -1,674 -9%
JCIA
31
Jackson Creek Investment Advisors
Colorado
$866K -$535 -13 -0.1%
RJA
32
Raymond James & Associates
Florida
$830K -$34.1K -654 -4%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$809K -$32.2K -617 -4%
PIA
34
Perennial Investment Advisors
California
$790K -$120K -2,294 -13%
MA
35
MONECO Advisors
Connecticut
$738K +$738K +14,146 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$730K -$25.8K -494 -3%
MCC
37
Money Concepts Capital
Florida
$703K +$627K +20,782 +826%
Mariner
38
Mariner
Kansas
$617K – – –
CMP
39
Courage Miller Partners
Virginia
$615K -$178K -3,409 -22%
Osaic Holdings
40
Osaic Holdings
Arizona
$547K +$13.7K +262 +3%
BDF
41
Black Diamond Financial
Maryland
$511K +$19.2K +368 +4%
MCCA
42
Mill Creek Capital Advisors
Pennsylvania
$492K +$1.72K +33 +0.4%
TW
43
Towerpoint Wealth
California
$445K – – –
CAN
44
Cetera Advisor Networks
California
$444K +$8.09K +155 +2%
TRCT
45
Tower Research Capital (TRC)
New York
$441K +$441K +8,463 New
LNC
46
Lincoln National Corp
Pennsylvania
$430K +$156 +3 +0%
MFG
47
Merit Financial Group
Georgia
$402K -$125K -2,387 -24%
FTUS
48
Flow Traders U.S.
New York
$385K +$385K +7,380 New
LFAS
49
Level Four Advisory Services
Texas
$349K – – –
RCG
50
Ruane, Cunniff & Goldfarb
New York
$333K +$333K +6,380 New
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