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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

112 hedge funds and large institutions have $187M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 3 closing their positions.

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
26
Reduced
40
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$2.19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.54M
3
OMC
3
Old Mission Capital
Illinois
$1.2M
4
IWM
4
IHT Wealth Management
Illinois
$2.55M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$5.52M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$431K
2
Bank of America
2
Bank of America
North Carolina
$9.88M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$217K
4
Morgan Stanley
4
Morgan Stanley
New York
$25.3M
5
Wells Fargo
5
Wells Fargo
California
$6.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$2.07M -$147K -2,312 -7%
RA
27
Rodgers & Associates
Pennsylvania
$2.05M +$41.3K +651 +2%
MGW
28
MB Generational Wealth
Washington
$1.49M – – –
KBFS
29
Kohmann Bosshard Financial Services
Ohio
$1.24M – – –
LI
30
LRI Investments
Florida
$1.21M – – –
OMC
31
Old Mission Capital
Illinois
$1.2M +$1.2M +18,852 New
Comerica Bank
32
Comerica Bank
Texas
$1.1M -$317 -5 -0%
DADC
33
D.A. Davidson & Co
Montana
$1.09M +$11.7K +184 +1%
Mariner
34
Mariner
Kansas
$1.04M -$3.62K -57 -0.3%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.01M -$5.59K -88 -0.5%
PIA
36
Panoramic Investment Advisors
Colorado
$855K +$855K +13,475 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$855K -$42.4K -668 -5%
MFG
38
Merit Financial Group
Georgia
$836K -$123K -1,943 -13%
BDF
39
Black Diamond Financial
Maryland
$710K -$6.86K -108 -1%
PSF
40
Pacific Sun Financial
California
$696K -$54K -850 -7%
CMP
41
Courage Miller Partners
Virginia
$660K -$4.83K -76 -0.7%
RJA
42
Raymond James & Associates
Florida
$653K -$72.7K -1,146 -10%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$601K +$180K +2,840 +43%
MCCA
44
Mill Creek Capital Advisors
Pennsylvania
$599K – – –
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$571K -$28.4K -447 -5%
JSA
46
Jim Saulnier & Associates
Colorado
$513K +$513K +8,074 New
TRCT
47
Tower Research Capital (TRC)
New York
$485K +$51K +804 +12%
KFI
48
Key Financial Inc
Pennsylvania
$433K +$21.3K +335 +5%
Citadel Advisors
49
Citadel Advisors
Florida
$431K -$2.87M -45,225 -87%
RCG
50
Ruane, Cunniff & Goldfarb
New York
$405K – – –
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