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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

84 hedge funds and large institutions have $208M invested in iShares Morningstar Small-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
23
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$28M
2
LPL Financial
2
LPL Financial
California
$7.37M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$8.03M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.8M
5
Wells Fargo
5
Wells Fargo
California
$22.7M

Top Sellers

1
CPIG
1
Chicago Partners Investment Group
Illinois
$3.05M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.5M
3
BDS
3
Banco de Sabadell
Florida
$0
4
Ameriprise
4
Ameriprise
Minnesota
$5.96M
5
Stifel Financial
5
Stifel Financial
Missouri
$342K
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$250K +$353 +6 +0.1%
FCFS
52
First Command Financial Services
Texas
$225K – – –
FCB
53
First Command Bank
Texas
$225K – – –
NFG
54
Next Financial Group
Texas
$168K -$7.81K -133 -4%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$128K +$41.1K +700 +47%
GFPC
56
Global Financial Private Client
Florida
$107K – – –
Citigroup
57
Citigroup
New York
$106K -$9.32K -158 -8%
AAP
58
Arax Advisory Partners
Colorado
$87K +$87K +1,486 New
CIAS
59
Capital Investment Advisory Services
North Carolina
$71K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$68K +$68K +1,162 New
Fidelity Investments
61
Fidelity Investments
Massachusetts
$65K -$13.4K -228 -17%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$59K – – –
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K – – –
CMA
64
Cedar Mountain Advisors
Oregon
$49K – – –
SFPG
65
Stonebridge Financial Planning Group
Florida
$31K – – –
US Bancorp
66
US Bancorp
Minnesota
$22K – – –
HI
67
Harbour Investments
Wisconsin
$20K -$17.2K -300 -46%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$16K -$59 -1 -0.4%
RG
69
Retirement Group
California
$16K – – –
KFI
70
Key Financial Inc
Pennsylvania
$16K – – –
MWC
71
MBM Wealth Consultants
Missouri
$16K – – –
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$16K +$16K +270 New
William Blair & Company
73
William Blair & Company
Illinois
$15K – – –
TAIM
74
TD Ameritrade Investment Management
Nebraska
$13K -$161K -2,673 -93%
SPIA
75
Steward Partners Investment Advisory
New York
$13K -$58K -990 -82%
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