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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

92 hedge funds and large institutions have $141M invested in iShares Morningstar Small-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
26
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$11.4M
2
Wells Fargo
2
Wells Fargo
California
$17M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$701K
4
Jane Street
4
Jane Street
New York
$521K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.1M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$201K
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.99M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$729K
5
Ameriprise
5
Ameriprise
Minnesota
$4.92M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$236K 1,643 -8 -0.5%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$214K 1,487 +32 +2%
GWM
53
Geneos Wealth Management
Colorado
$209K 1,456 +1 +0.1%
NL
54
NWAM LLC
Washington
$209K 1,452 +1,452 New
Citigroup
55
Citigroup
New York
$202K 1,406 +59 +4%
CIBC World Market
56
CIBC World Market
Ontario, Canada
$201K 1,397 -6,352 -82%
CFGS
57
Concourse Financial Group Securities
Alabama
$196K 1,365 +1,163 +576%
NFG
58
Next Financial Group
Texas
$187K 1,300 – –
PCIA
59
Prime Capital Investment Advisors
Kansas
$172K 1,200 – –
BAMG
60
Brand Asset Management Group
Missouri
$150K 1,042 – –
SPIA
61
Steward Partners Investment Advisory
New York
$105K 734 -254 -26%
PCG
62
Private Capital Group
Connecticut
$103K 721 -100 -12%
PMFA
63
Plante Moran Financial Advisors
Michigan
$93K 650 – –
GFPC
64
Global Financial Private Client
Florida
$86.2K 600 +600 New
AAP
65
Arax Advisory Partners
Colorado
$84K 588 +1 +0.2%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$81K 562 -71 -11%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$58K 406 – –
CIAS
68
Capital Investment Advisory Services
North Carolina
$57K 400 +400 New
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$48K 332 +332 New
ASN
70
Advisory Services Network
Georgia
$46K 323 – –
FHA
71
Flagship Harbor Advisors
Massachusetts
$45K 310 -80 -21%
CMA
72
Cedar Mountain Advisors
Oregon
$45K 310 +310 New
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K 280 – –
RIA
74
Realta Investment Advisors
Delaware
$35K 250 -150 -38%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$32K 221 – –
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