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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

106 hedge funds and large institutions have $172M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
-5
Holders Change %
-4.5%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
28
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.01M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.17M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.03M
4
VCS
4
Vaughan & Co Securities
New Jersey
$15.2M
5
Jane Street
5
Jane Street
New York
$295K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$10.2M
2
HCA
2
Hyperion Capital Advisors
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$24.1M
4
JCIA
4
Jackson Creek Investment Advisors
Colorado
$273K
5
GS
5
GTS Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$1.38M +$162K +2,803 +13%
MGW
27
MB Generational Wealth
Washington
$1.36M – – –
Corient Private Wealth
28
Corient Private Wealth
Florida
$1.3M -$14.7K -254 -1%
KBFS
29
Kohmann Bosshard Financial Services
Ohio
$1.13M -$47.8K -825 -4%
LI
30
LRI Investments
Florida
$1.05M -$6.95K -120 -0.7%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.03M +$911K +15,738 +761%
Comerica Bank
32
Comerica Bank
Texas
$1M -$26.2K -453 -3%
DADC
33
D.A. Davidson & Co
Montana
$981K +$20.2K +349 +2%
Mariner
34
Mariner
Kansas
$948K -$3.07K -53 -0.3%
Osaic Holdings
35
Osaic Holdings
Arizona
$927K +$218K +3,767 +31%
MFG
36
Merit Financial Group
Georgia
$875K -$75.1K -1,297 -8%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$819K -$19.5K -336 -2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$805K -$627K -10,834 -44%
PSF
39
Pacific Sun Financial
California
$684K -$17.4K -300 -2%
RJA
40
Raymond James & Associates
Florida
$662K +$259K +4,472 +64%
BDF
41
Black Diamond Financial
Maryland
$654K +$24.2K +418 +4%
CMP
42
Courage Miller Partners
Virginia
$607K – – –
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$547K +$11.2K +193 +2%
MCCA
44
Mill Creek Capital Advisors
Pennsylvania
$546K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$396K +$33.2K +574 +9%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$384K +$30.6K +528 +9%
KFI
47
Key Financial Inc
Pennsylvania
$376K +$266K +4,599 +243%
RCG
48
Ruane, Cunniff & Goldfarb
New York
$369K – – –
EFS
49
Essex Financial Services
Connecticut
$357K +$80.1K +1,347 +29%
MA
50
MONECO Advisors
Connecticut
$356K -$537K -9,279 -60%
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