iShares Morningstar Small-Cap Value ETF
ISCV
ISCV
111 hedge funds and large institutions have $190M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less ownership
Funds ownership: →
10% less capital invested
Capital invested by funds: $210M → $190M (-$20.3M)
19% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 37
Holders
111
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.05M | |
| 2 | +$1.52M | |
| 3 | +$1.48M | |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.26M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.03M |
Top Sellers
| 1 | -$29.5M | |
| 2 | -$1.09M | |
| 3 | -$948K | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$742K |
| 5 |
LPL Financial
San Diego,
California
|
-$718K |