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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

86 hedge funds and large institutions have $131M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
20
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$10.4M
2
UBS Group
UBS Group
Switzerland
$4.94M
3
DADC
D.A. Davidson & Co
Montana
$1.47M
4
BDS
Banco de Sabadell
Florida
$1.01M
5
Citadel Advisors
Citadel Advisors
Florida
$1.5M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$9.75M
2
CIC
Cornercap Investment Counsel
Georgia
$1.95M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.84M
4
TRCT
Tower Research Capital (TRC)
New York
$559K
5
Ameriprise
Ameriprise
Minnesota
$5.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$126K +$5.64K +120 +5%
MCC
52
Money Concepts Capital
Florida
$105K +$105K +2,244 New
PCG
53
Private Capital Group
Connecticut
$90K +$1.27K +27 +1%
GFPC
54
Global Financial Private Client
Florida
$84.5K – – –
RA
55
Reby Advisors
Connecticut
$72K +$72K +1,530 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$70K – – –
AAP
57
Arax Advisory Partners
Colorado
$70K +$6.79K +144 +11%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$63K -$2.39K -51 -4%
AWG
59
Altus Wealth Group
Colorado
$62K +$62K +1,320 New
CIAS
60
Capital Investment Advisory Services
North Carolina
$56K +$56K +1,200 New
CH
61
Canton Hathaway
Rhode Island
$54K +$54K +1,143 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$47K -$25.5K -540 -35%
BAMG
63
Brand Asset Management Group
Missouri
$39K – – –
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K – – –
CMA
65
Cedar Mountain Advisors
Oregon
$39K – – –
PFA
66
Professional Financial Advisors
Nebraska
$36K – – –
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$28K – – –
ASN
68
Advisory Services Network
Georgia
$28K – – –
AIC
69
Archer Investment Corporation
Indiana
$22K – – –
US Bancorp
70
US Bancorp
Minnesota
$17K – – –
BDWCC
71
B&D White Capital Company
Texas
$14K +$14K +309 New
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
RG
73
Retirement Group
California
$13K – – –
MWC
74
MBM Wealth Consultants
Missouri
$13K +$13K +279 New
KFI
75
Key Financial Inc
Pennsylvania
$13K +$13K +285 New
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