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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

70 hedge funds and large institutions have $76.2M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 24 closing their positions.

Holders
70
Holders Change
-22
Holders Change %
-23.91%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
22
Reduced
27
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.45M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.84M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.44M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.32M

Top Sellers

1
CCP
1
Cardan Capital Partners
Colorado
$2.26M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1M
3
UBS Group
3
UBS Group
Switzerland
$1.56M
4
Wells Fargo
4
Wells Fargo
California
$9.05M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$525K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
51
Flagship Harbor Advisors
Massachusetts
$26K – – –
CMA
52
Cedar Mountain Advisors
Oregon
$26K – – –
BAMG
53
Brand Asset Management Group
Missouri
$24K -$65.3K -2,286 -73%
LWANC
54
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K – – –
AIC
55
Archer Investment Corporation
Indiana
$13K -$4.42K -159 -25%
US Bancorp
56
US Bancorp
Minnesota
$13K – – –
William Blair & Company
57
William Blair & Company
Illinois
$10K -$855 -30 -8%
PFGIA
58
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$11.6K -393 -59%
KFI
59
Key Financial Inc
Pennsylvania
$8K +$8K +285 New
WQ
60
Wealth Quarterback
New Jersey
$7.09K +$7.09K +249 New
PFBT
61
Parkside Financial Bank & Trust
Missouri
$7K -$10.8K -387 -61%
TWA
62
TCI Wealth Advisors
Arizona
$7K +$741 +27 +12%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$6K – – –
AssetMark Inc
64
AssetMark Inc
California
$5K – – –
EAM
65
Eukles Asset Management
Ohio
$3K – – –
AIC
66
Ameritas Investment Company
Nebraska
$3K +$3K +99 New
GRP
67
Global Retirement Partners
California
$1K – – –
BlackRock
68
BlackRock
New York
$1K – – –
FSC
69
Full Sail Capital
Oklahoma
– -$447K -9,372 Closed
FWM
70
Frontier Wealth Management
Missouri
– -$442K -9,234 Closed
FLI
71
Family Legacy Inc
South Carolina
– -$390K -8,211 Closed
IWM
72
IHT Wealth Management
Illinois
– -$336K -7,026 Closed
LFAS
73
Level Four Advisory Services
Texas
– -$335K -6,984 Closed
EH
74
Equitable Holdings
New York
– -$323K -6,756 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
– -$305K -6,363 Closed
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