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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

112 hedge funds and large institutions have $210M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
36
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.26M
3
Bank of America
3
Bank of America
North Carolina
$12.2M
4
Ameriprise
4
Ameriprise
Minnesota
$2.23M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.63M
3
Wells Fargo
3
Wells Fargo
California
$6.92M
4
MWM
4
Merriman Wealth Management
Washington
$4.87M
5
TRCT
5
Tower Research Capital (TRC)
New York
$40.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
MGW
26
MB Generational Wealth
Washington
$1.39M +$1.39M +23,415 New
Corient Private Wealth
27
Corient Private Wealth
Florida
$1.3M +$20.5K +347 +2%
KBFS
28
Kohmann Bosshard Financial Services
Ohio
$1.2M – – –
IWM
29
IHT Wealth Management
Illinois
$1.19M +$770 +13 +0.1%
CA
30
Cetera Advisors
Colorado
$1.17M -$66.4K -1,122 -5%
MHS
31
M Holdings Securities
Oregon
$1.09M -$103K -1,740 -9%
MFG
32
Merit Financial Group
Georgia
$1.03M +$551K +9,300 +116%
Comerica Bank
33
Comerica Bank
Texas
$1.02M -$31.6K -534 -3%
JCIA
34
Jackson Creek Investment Advisors
Colorado
$1.01M +$45.8K +1,027 +5%
Mariner
35
Mariner
Kansas
$973K +$235K +3,970 +32%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$966K +$138K +2,339 +17%
DADC
37
D.A. Davidson & Co
Montana
$943K +$1.48K +25 +0.2%
MA
38
MONECO Advisors
Connecticut
$929K -$355 -6 -0%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$882K -$65.3K -1,102 -7%
PIA
40
Panoramic Investment Advisors
Colorado
$801K -$46.2K -781 -5%
Osaic Holdings
41
Osaic Holdings
Arizona
$734K -$59.7K -1,009 -8%
PSF
42
Pacific Sun Financial
California
$717K -$19.8K -335 -3%
BDF
43
Black Diamond Financial
Maryland
$644K +$34.3K +579 +6%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$636K -$60.5K -1,023 -9%
CMP
45
Courage Miller Partners
Virginia
$624K -$72.2K -1,219 -10%
MCCA
46
Mill Creek Capital Advisors
Pennsylvania
$558K – – –
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$540K +$80.2K +1,354 +17%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$511K +$20.1K +340 +4%
DAS
49
Dynamic Advisor Solutions
Arizona
$507K +$507K +8,817 New
RJA
50
Raymond James & Associates
Florida
$417K +$3.91K +66 +0.9%
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