ISCV icon

iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

62 hedge funds and large institutions have $118M invested in iShares Morningstar Small-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
7
Increased
22
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$6.09M
2
Morgan Stanley
2
Morgan Stanley
New York
$17M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.83M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$939K
5
CFA
5
Camarda Financial Advisors
Florida
$4.24M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$3.55M
2
MFS
2
MSI Financial Services
Massachusetts
$3.46M
3
EWMCB
3
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.72M
4
Jane Street
4
Jane Street
New York
$4.09M
5
ICAS
5
Investors Capital Advisory Services
Massachusetts
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFA
51
US Financial Advisors
Massachusetts
$38K – – –
FANJ
52
Financial Architects (New Jersey)
New Jersey
$37K +$255 +6 +0.7%
TCOV
53
Trust Company of Vermont
Vermont
$21K +$21K +501 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$15K -$25.8K -618 -63%
AWS
55
Aris Wealth Services
Pennsylvania
$11K +$11K +267 New
IF
56
Ironwood Financial
Arizona
$10K – – –
KCPG
57
Kavar Capital Partners Group
Kansas
$10K +$10K +252 New
MWP
58
MYCIO Wealth Partners
Pennsylvania
$8K – – –
DBT
59
Dubuque Bank & Trust
Iowa
$7K -$404 -9 -5%
WA
60
WFG Advisors
Texas
$6K – – –
TAIM
61
TD Ameritrade Investment Management
Nebraska
$3K – – –
RBC
62
Ronald Blue & Co
Georgia
– -$201K -4,587 Closed
Creative Planning
63
Creative Planning
Kansas
– -$166K -3,798 Closed
US Bancorp
64
US Bancorp
Minnesota
– -$60K -1,365 Closed
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
– -$11K -261 Closed
MAA
66
Managed Account Advisors
New Jersey
– -$9K -207 Closed
1 2
3