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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

86 hedge funds and large institutions have $132M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
20
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.18M
2
Wells Fargo
2
Wells Fargo
California
$13.5M
3
F
3
F3Logic
Minnesota
$474K
4
Jane Street
4
Jane Street
New York
$447K
5
PAG
5
Private Advisor Group
New Jersey
$414K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$22.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$975K
4
TRCT
4
Tower Research Capital (TRC)
New York
$42K
5
Bank of America
5
Bank of America
North Carolina
$4.48M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$123K 2,403 -195 -8%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$110K 2,142 – –
PFBT
53
Parkside Financial Bank & Trust
Missouri
$107K 2,091 – –
SWP
54
Stratos Wealth Partners
Ohio
$103K 2,007 +2,007 New
PMFA
55
Plante Moran Financial Advisors
Michigan
$100K 1,950 – –
AAP
56
Arax Advisory Partners
Colorado
$95K 1,863 -27 -1%
FCB
57
First Command Bank
Texas
$73K 1,425 – –
FCFS
58
First Command Financial Services
Texas
$73K 1,425 – –
JA
59
JOYN Advisors
Georgia
$64K 1,251 -324 -21%
CFD
60
Creative Financial Designs
Indiana
$61K 1,200 – –
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$59K 1,137 +1,137 New
NFG
62
Next Financial Group
Texas
$52K 1,005 +1,005 New
FHA
63
Flagship Harbor Advisors
Massachusetts
$48K 945 – –
UBS AM
64
UBS AM
Illinois
$44.7K 873 – –
TRCT
65
Tower Research Capital (TRC)
New York
$42K 825 -19,779 -96%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$34K 657 +657 New
ASN
67
Advisory Services Network
Georgia
$32K 636 -243 -28%
SWM
68
SeaCrest Wealth Management
New York
$32K 630 – –
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$31K 600 – –
US Bancorp
70
US Bancorp
Minnesota
$25K 495 – –
William Blair & Company
71
William Blair & Company
Illinois
$25K 480 – –
TCOV
72
Trust Company of Vermont
Vermont
$24K 471 -30 -6%
LFG
73
LifePlan Financial Group
Ohio
$22K 420 – –
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$21K 405 +312 +335%
TWA
75
TCI Wealth Advisors
Arizona
$15K 288 – –
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3
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