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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

84 hedge funds and large institutions have $177M invested in iShares Morningstar Small-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.2M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$5.69M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.1M
4
Bank of America
4
Bank of America
North Carolina
$15.9M
5
CIC
5
Cornercap Investment Counsel
Georgia
$5.29M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$200K
2
Citadel Advisors
2
Citadel Advisors
Florida
$544K
3
Morgan Stanley
3
Morgan Stanley
New York
$34.7M
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
F
5
F3Logic
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
51
Next Financial Group
Texas
$168K -$8.08K -144 -5%
TAIM
52
TD Ameritrade Investment Management
Nebraska
$135K – – –
MCC
53
Money Concepts Capital
Florida
$126K – – –
Citigroup
54
Citigroup
New York
$110K -$40.8K -726 -27%
GFPC
55
Global Financial Private Client
Florida
$103K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$83K – – –
AWG
57
Altus Wealth Group
Colorado
$78K +$52K +2,640 +200%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$75K -$504 -9 -0.7%
SPIA
59
Steward Partners Investment Advisory
New York
$68.2K +$68.2K +1,212 New
CIAS
60
Capital Investment Advisory Services
North Carolina
$68K – – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$56K – – –
BAMG
62
Brand Asset Management Group
Missouri
$47K – – –
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K – – –
CMA
64
Cedar Mountain Advisors
Oregon
$47K – – –
HI
65
Harbour Investments
Wisconsin
$36K +$36K +648 New
SFPG
66
Stonebridge Financial Planning Group
Florida
$30K +$30K +525 New
AIC
67
Archer Investment Corporation
Indiana
$26.3K – – –
US Bancorp
68
US Bancorp
Minnesota
$21K – – –
RG
69
Retirement Group
California
$16K – – –
MWC
70
MBM Wealth Consultants
Missouri
$16K – – –
KFI
71
Key Financial Inc
Pennsylvania
$16K – – –
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
William Blair & Company
73
William Blair & Company
Illinois
$15K – – –
MIM
74
Macroview Investment Management
Maryland
$12K +$169 +3 +1%
AssetMark Inc
75
AssetMark Inc
California
$9K +$6K +318 +200%
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