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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

116 hedge funds and large institutions have $199M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
34
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$4.67M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$3.69M
3
LPL Financial
3
LPL Financial
California
$8.45M
4
BCP
4
Blackhawk Capital Partners
Wisconsin
$509K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2.55M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$1.72M
2
OMC
2
Old Mission Capital
Illinois
$454K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.4M
4
Wells Fargo
4
Wells Fargo
California
$5.81M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
EP Wealth Advisors
California
$2.43M +$248K +3,918 +11%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.37M +$247K +3,900 +12%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.17M +$96.4K +1,520 +5%
RA
29
Rodgers & Associates
Pennsylvania
$2.07M +$26.9K +424 +1%
IWM
30
IHT Wealth Management
Illinois
$1.72M -$846K -13,337 -33%
MGW
31
MB Generational Wealth
Washington
$1.48M – – –
KBFS
32
Kohmann Bosshard Financial Services
Ohio
$1.24M – – –
LI
33
LRI Investments
Florida
$1.15M – – –
Comerica Bank
34
Comerica Bank
Texas
$1.1M -$380 -6 -0%
DADC
35
D.A. Davidson & Co
Montana
$1.09M +$8.62K +136 +0.8%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$938K +$83.8K +1,322 +10%
PIA
37
Panoramic Investment Advisors
Colorado
$869K +$14.4K +227 +2%
Mariner
38
Mariner
Kansas
$759K -$275K -4,344 -27%
MFG
39
Merit Financial Group
Georgia
$726K -$109K -1,714 -13%
BDF
40
Black Diamond Financial
Maryland
$725K +$16K +252 +2%
PSF
41
Pacific Sun Financial
California
$666K -$29.4K -463 -4%
Osaic Holdings
42
Osaic Holdings
Arizona
$663K -$348K -5,480 -34%
CMP
43
Courage Miller Partners
Virginia
$657K -$2.54K -40 -0.4%
JSA
44
Jim Saulnier & Associates
Colorado
$646K +$134K +2,116 +26%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$619K +$48.5K +765 +9%
MCCA
46
Mill Creek Capital Advisors
Pennsylvania
$598K – – –
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$554K -$46.4K -731 -8%
KFI
48
Key Financial Inc
Pennsylvania
$538K +$105K +1,660 +24%
BCP
49
Blackhawk Capital Partners
Wisconsin
$509K +$509K +8,028 New
OMC
50
Old Mission Capital
Illinois
$454K -$742K -11,696 -62%
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