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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

86 hedge funds and large institutions have $124M invested in iShares Morningstar Small-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
26
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
$2.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.56M
3
CCP
Cardan Capital Partners
Colorado
$18.9M
4
Wells Fargo
Wells Fargo
California
$13.8M
5
TRCT
Tower Research Capital (TRC)
New York
$965K

Top Sellers

1
LPL Financial
LPL Financial
California
$2.69M
2
Citadel Advisors
Citadel Advisors
Florida
$1.98M
3
Bank of America
Bank of America
North Carolina
$4.54M
4
MHS
M Holdings Securities
Oregon
$0
5
Morgan Stanley
Morgan Stanley
New York
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
51
Next Financial Group
Texas
$178K +$178K +3,900 New
PCIA
52
Prime Capital Investment Advisors
Kansas
$164K – – –
FCB
53
First Command Bank
Texas
$144K +$59K +1,290 +69%
FCFS
54
First Command Financial Services
Texas
$144K +$59K +1,290 +69%
BAMG
55
Brand Asset Management Group
Missouri
$143K – – –
PCG
56
Private Capital Group
Connecticut
$125K +$1.38K +27 +1%
OIA
57
OneDigital Investment Advisors
Kansas
$115K +$683 +15 +0.6%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$97K -$27.3K -600 -22%
PMFA
59
Plante Moran Financial Advisors
Michigan
$89K – – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$87K – – –
AAP
61
Arax Advisory Partners
Colorado
$80K +$80K +1,758 New
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$55K – – –
FHA
63
Flagship Harbor Advisors
Massachusetts
$53K – – –
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$52K – – –
PFBT
65
Parkside Financial Bank & Trust
Missouri
$51K -$44.8K -978 -47%
ASN
66
Advisory Services Network
Georgia
$44K +$15.1K +333 +52%
EWM
67
Executive Wealth Management
Michigan
$41K -$17.6K -390 -30%
UBS AM
68
UBS AM
Illinois
$38.5K – – –
LWANC
69
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K – – –
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$30K – – –
TCOV
71
Trust Company of Vermont
Vermont
$22K – – –
US Bancorp
72
US Bancorp
Minnesota
$21K – – –
William Blair & Company
73
William Blair & Company
Illinois
$21K +$276 +6 +1%
LFG
74
LifePlan Financial Group
Ohio
$19K – – –
KCPG
75
Kavar Capital Partners Group
Kansas
$12K +$12K +252 New
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