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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

84 hedge funds and large institutions have $166M invested in iShares Morningstar Small-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
24
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MTC
1
Matrix Trust Company
Colorado
$10.8M
2
SFS
2
Sowell Financial Services
Arkansas
$1.92M
3
Ameriprise
3
Ameriprise
Minnesota
$6.33M
4
TRCT
4
Tower Research Capital (TRC)
New York
$546K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$385K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.7M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.26M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.04M
5
LPL Financial
5
LPL Financial
California
$5.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
51
Next Financial Group
Texas
$158K -$4.78K -84 -3%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$124K +$114 +2 +0.1%
TAIM
53
TD Ameritrade Investment Management
Nebraska
$107K +$84.1K +793 +367%
GFPC
54
Global Financial Private Client
Florida
$104K – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$97K +$34K +600 +54%
Citigroup
56
Citigroup
New York
$80K -$22.2K -391 -22%
CIAS
57
Capital Investment Advisory Services
North Carolina
$68K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$57K – – –
LWANC
59
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K – – –
CMA
60
Cedar Mountain Advisors
Oregon
$47K – – –
PFA
61
Professional Financial Advisors
Nebraska
$43K +$43K +759 New
AIC
62
Archer Investment Corporation
Indiana
$26.6K +$26.6K +468 New
FA
63
Flagstar Advisors
New York
$25K +$25K +437 New
US Bancorp
64
US Bancorp
Minnesota
$20K -$672 -12 -3%
HI
65
Harbour Investments
Wisconsin
$20K – – –
RG
66
Retirement Group
California
$16K – – –
MWC
67
MBM Wealth Consultants
Missouri
$16K – – –
KFI
68
Key Financial Inc
Pennsylvania
$16K – – –
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$15K – – –
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$15K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$13K – – –
SFPG
72
Stonebridge Financial Planning Group
Florida
$12K -$20.3K -330 -63%
William Blair & Company
73
William Blair & Company
Illinois
$12K -$3.2K -55 -21%
MIM
74
Macroview Investment Management
Maryland
$12K +$56 +1 +0.5%
AAP
75
Arax Advisory Partners
Colorado
$8K -$74K -1,341 -90%
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