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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

89 hedge funds and large institutions have $159M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
22
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIC
1
Cornercap Investment Counsel
Georgia
$4.28M
2
OMC
2
Old Mission Capital
Illinois
$3.07M
3
S
3
Surevest
California
$1.59M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.71M
5
JCIA
5
Jackson Creek Investment Advisors
Colorado
$835K

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$3.79M
2
Bank of America
2
Bank of America
North Carolina
$6.53M
3
Ameriprise
3
Ameriprise
Minnesota
$1.5M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
DC
5
Davenport & Co
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$250K – – –
FCFS
52
First Command Financial Services
Texas
$225K – – –
FCB
53
First Command Bank
Texas
$225K – – –
RIA
54
Richwood Investment Advisors
Ohio
$224K – – –
Stifel Financial
55
Stifel Financial
Missouri
$204K +$3.66K +62 +2%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$189K -$132K -2,253 -41%
TAIM
57
TD Ameritrade Investment Management
Nebraska
$164K – – –
MCC
58
Money Concepts Capital
Florida
$147K +$6.45K +110 +5%
CSB
59
City State Bank
Iowa
$129K – – –
GFPC
60
Global Financial Private Client
Florida
$106K – – –
CIAS
61
Capital Investment Advisory Services
North Carolina
$71K -$18.8K -318 -21%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$69K -$35.4K -600 -34%
Citigroup
63
Citigroup
New York
$61K -$6.65K -113 -10%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$59K – – –
LWANC
65
Laurel Wealth Advisors (North Carolina)
North Carolina
$49K – – –
CMA
66
Cedar Mountain Advisors
Oregon
$49K – – –
PFA
67
Professional Financial Advisors
Nebraska
$45K – – –
PFS
68
Prospera Financial Services
Texas
$40K +$40K +687 New
RA
69
Rise Advisors
New York
$36K +$117 +2 +0.3%
RWA
70
RGT Wealth Advisors
Texas
$28K – – –
AIC
71
Archer Investment Corporation
Indiana
$26.6K – – –
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$16K – – –
RG
73
Retirement Group
California
$16K – – –
MWC
74
MBM Wealth Consultants
Missouri
$16K – – –
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$59 +1 +0.4%
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3
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