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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

96 hedge funds and large institutions have $141M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$7.73M
2
VCS
2
Vaughan & Co Securities
New Jersey
$6.41M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.45M
5
Jane Street
5
Jane Street
New York
$1.99M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.52M
3
OAM
3
Oak Asset Management
California
$0
4
Bank of America
4
Bank of America
North Carolina
$3.96M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$262K -$22.8K -480 -8%
CFGS
52
Concourse Financial Group Securities
Alabama
$238K -$40.7K -858 -15%
TRCT
53
Tower Research Capital (TRC)
New York
$235K -$344K -7,244 -59%
ATC
54
Argent Trust Co
Tennessee
$232K – – –
AT
55
American Trust
Kentucky
$217K +$217K +4,571 New
ICM
56
Intrepid Capital Management
Florida
$216K +$216K +4,546 New
EH
57
Equitable Holdings
New York
$202K -$949 -20 -0.5%
Creative Planning
58
Creative Planning
Kansas
$202K – – –
BC
59
Barrett & Company
Rhode Island
$201K +$201K +3,853 New
GWM
60
Geneos Wealth Management
Colorado
$199K +$284 +6 +0.1%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$155K – – –
SCM
62
SevenOneSeven Capital Management
Pennsylvania
$133K +$133K +2,800 New
MCC
63
Money Concepts Capital
Florida
$124K -$1.91K -40 -2%
TAIM
64
TD Ameritrade Investment Management
Nebraska
$119K – – –
PTC
65
Private Trust Company
Ohio
$119K – – –
CSB
66
City State Bank
Iowa
$104K – – –
GFPC
67
Global Financial Private Client
Florida
$87.9K – – –
Fidelity Investments
68
Fidelity Investments
Massachusetts
$60K -$4.66K -98 -7%
FA
69
Flagstar Advisors
New York
$59.2K +$59.2K +1,245 New
CIAS
70
Capital Investment Advisory Services
North Carolina
$57K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$47K – – –
LWANC
72
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K – – –
CMA
73
Cedar Mountain Advisors
Oregon
$39K – – –
Citigroup
74
Citigroup
New York
$38K -$2.16K -45 -5%
PFA
75
Professional Financial Advisors
Nebraska
$36K – – –
1 2
3
4 5