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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

94 hedge funds and large institutions have $134M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
24
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.18M
3
HCA
3
Hyperion Capital Advisors
New York
$1.38M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.26M
5
OAM
5
Oak Asset Management
California
$840K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.79M
2
CIC
2
Cornercap Investment Counsel
Georgia
$0
3
OMC
3
Old Mission Capital
Illinois
$364K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.56M
5
Bank of America
5
Bank of America
North Carolina
$4.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$215K +$352 +7 +0.2%
GWM
52
Geneos Wealth Management
Colorado
$214K -$10.2K -201 -5%
Creative Planning
53
Creative Planning
Kansas
$214K – – –
FCB
54
First Command Bank
Texas
$193K – – –
FCFS
55
First Command Financial Services
Texas
$193K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$164K +$1.66K +33 +1%
MCC
57
Money Concepts Capital
Florida
$135K +$6.95K +136 +5%
TAIM
58
TD Ameritrade Investment Management
Nebraska
$127K -$13.7K -271 -10%
PTC
59
Private Trust Company
Ohio
$126K +$126K +2,497 New
CSB
60
City State Bank
Iowa
$110K – – –
GFPC
61
Global Financial Private Client
Florida
$91.9K – – –
Fidelity Investments
62
Fidelity Investments
Massachusetts
$68K +$9.46K +189 +16%
CIAS
63
Capital Investment Advisory Services
North Carolina
$60K – – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$50K – – –
SWM
65
SeaCrest Wealth Management
New York
$46K +$46K +907 New
HWA
66
Heritage Wealth Advisors
Virginia
$43K +$43K +863 New
Citigroup
67
Citigroup
New York
$42K -$10K -200 -19%
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$42K – – –
CMA
69
Cedar Mountain Advisors
Oregon
$42K – – –
PFA
70
Professional Financial Advisors
Nebraska
$38K – – –
RA
71
Rise Advisors
New York
$31K +$151 +3 +0.5%
RWA
72
RGT Wealth Advisors
Texas
$24K – – –
AIC
73
Archer Investment Corporation
Indiana
$23.5K – – –
PFS
74
Prospera Financial Services
Texas
$23K -$12.1K -237 -34%
HI
75
Harbour Investments
Wisconsin
$20K +$20K +400 New
1 2
3
4 5