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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

90 hedge funds and large institutions have $118M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.91M
2
Wells Fargo
2
Wells Fargo
California
$11.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.93M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$1M
5
PSF
5
Pacific Sun Financial
California
$857K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$844K
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
OAM
4
Oppenheimer Asset Management
New York
$0
5
ECM
5
ETrade Capital Management
Virginia
$504K
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$139K 2,925 -195 -6%
PCG
52
Private Capital Group
Connecticut
$117K 2,445 – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$102K 2,142 – –
PFBT
54
Parkside Financial Bank & Trust
Missouri
$100K 2,091 +2,091 New
SWP
55
Stratos Wealth Partners
Ohio
$96K 2,004 +693 +53%
PMFA
56
Plante Moran Financial Advisors
Michigan
$93K 1,950 -1,050 -35%
CFD
57
Creative Financial Designs
Indiana
$57K 1,200 – –
FCFS
58
First Command Financial Services
Texas
$53K 1,104 -60 -5%
FCB
59
First Command Bank
Texas
$52.6K 1,104 -60 -5%
ASN
60
Advisory Services Network
Georgia
$42K 879 – –
UBS AM
61
UBS AM
Illinois
$41.6K 873 – –
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$33K 690 – –
TWA
63
TCI Wealth Advisors
Arizona
$31K 648 -54 -8%
SWM
64
SeaCrest Wealth Management
New York
$30K 630 – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$29K 600 – –
TCOV
66
Trust Company of Vermont
Vermont
$24K 501 – –
US Bancorp
67
US Bancorp
Minnesota
$24K 495 +45 +10%
William Blair & Company
68
William Blair & Company
Illinois
$23K 480 +480 New
LFG
69
LifePlan Financial Group
Ohio
$20K 420 +420 New
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K 381 – –
PFGIA
71
Patriot Financial Group Insurance Agency
Massachusetts
$18K 396 +3 +0.8%
RCAG
72
Rehmann Capital Advisory Group
Michigan
$18K 375 +375 New
JA
73
JOYN Advisors
Georgia
$15K 324 +324 New
AssetMark Inc
74
AssetMark Inc
California
$13K 267 – –
KCPG
75
Kavar Capital Partners Group
Kansas
$12K 252 +252 New
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