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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

87 hedge funds and large institutions have $177M invested in iShares Morningstar Small-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.8M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.78M
3
Bank of America
3
Bank of America
North Carolina
$15M
4
SFS
4
Sowell Financial Services
Arkansas
$2.37M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.6M

Top Sellers

1
CIC
1
Cornercap Investment Counsel
Georgia
$0
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$589K
4
LPL Financial
4
LPL Financial
California
$5.41M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$239K
Name Market Value Shares Shares
Change 		Shares
Change %
FCB
51
First Command Bank
Texas
$218K 3,831 – –
Stifel Financial
52
Stifel Financial
Missouri
$202K 3,397 +3,397 New
NFG
53
Next Financial Group
Texas
$170K 2,863 +86 +3%
TAIM
54
TD Ameritrade Investment Management
Nebraska
$166K 2,785 +1,776 +176%
MCC
55
Money Concepts Capital
Florida
$142K 2,396 +2,396 New
CSB
56
City State Bank
Iowa
$131K 2,196 +2,196 New
GFPC
57
Global Financial Private Client
Florida
$107K 1,800 – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$105K 1,770 +60 +4%
CIAS
59
Capital Investment Advisory Services
North Carolina
$90K 1,518 +318 +27%
S
60
Surevest
California
$79K 1,325 +1,325 New
Citigroup
61
Citigroup
New York
$68K 1,150 -257 -18%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$59K 996 – –
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$50K 840 – –
CMA
64
Cedar Mountain Advisors
Oregon
$49K 831 – –
PFA
65
Professional Financial Advisors
Nebraska
$45K 759 – –
RA
66
Rise Advisors
New York
$36.4K 612 +612 New
RWA
67
RGT Wealth Advisors
Texas
$28K 471 +471 New
AIC
68
Archer Investment Corporation
Indiana
$27.8K 468 – –
US Bancorp
69
US Bancorp
Minnesota
$21K 357 – –
MWC
70
MBM Wealth Consultants
Missouri
$17K 279 – –
RG
71
Retirement Group
California
$17K 279 – –
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$16K 270 – –
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$16K 269 – –
KFI
74
Key Financial Inc
Pennsylvania
$13K 225 -60 -21%
SPIA
75
Steward Partners Investment Advisory
New York
$13K 222 – –
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3
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