iShares Morningstar Small-Cap Value ETF
ISCV
ISCV
98 hedge funds and large institutions have $151M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
3.74% less ownership
Funds ownership: 43.06% → 39.33% (-3.7%)
11% less capital invested
Capital invested by funds: $169M → $151M (-$17.9M)
Holders
98
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.94M | |
| 2 | +$1.22M | |
| 3 | +$1.11M | |
| 4 |
Morgan Stanley
New York
|
+$555K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$318K |
Top Sellers
| 1 | -$19.2M | |
| 2 | -$4.59M | |
| 3 | -$3.22M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.87M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$703K |