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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

98 hedge funds and large institutions have $169M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
29
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.87M
2
MA
2
MONECO Advisors
Connecticut
$738K
3
VCS
3
Vaughan & Co Securities
New Jersey
$11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.22M
5
MCC
5
Money Concepts Capital
Florida
$703K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.1M
2
Wells Fargo
2
Wells Fargo
California
$13.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.45M
4
MWM
4
Merriman Wealth Management
Washington
$3.22M
5
Bank of America
5
Bank of America
North Carolina
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$327K -$33.5K -642 -9%
SPC
52
Sigma Planning Corp
Michigan
$316K +$209 +4 +0.1%
HighTower Advisors
53
HighTower Advisors
Illinois
$309K +$9.49K +181 +3%
ATC
54
Argent Trust Co
Tennessee
$255K – – –
MWP
55
Madison Wealth Partners
Wisconsin
$250K +$250K +4,783 New
CFGS
56
Concourse Financial Group Securities
Alabama
$237K -$17.9K -344 -7%
EH
57
Equitable Holdings
New York
$223K +$522 +10 +0.2%
TCA
58
Transcend Capital Advisors
New Jersey
$221K +$16.9K +323 +8%
GWM
59
Geneos Wealth Management
Colorado
$220K +$261 +5 +0.1%
Creative Planning
60
Creative Planning
Kansas
$213K -$8.92K -171 -4%
BC
61
Barrett & Company
Rhode Island
$201K +$52 +1 +0%
HI
62
Harbour Investments
Wisconsin
$196K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$170K – – –
Citigroup
64
Citigroup
New York
$153K +$104K +1,992 +214%
SCM
65
SevenOneSeven Capital Management
Pennsylvania
$139K – – –
CSB
66
City State Bank
Iowa
$115K – – –
PTC
67
Private Trust Company
Ohio
$97.7K – – –
GFPC
68
Global Financial Private Client
Florida
$93.9K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$65K -$730 -14 -1%
CIAS
70
Capital Investment Advisory Services
North Carolina
$62.6K – – –
ASN
71
Advisory Services Network
Georgia
$59.7K – – –
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$52K – – –
LWANC
73
Laurel Wealth Advisors (North Carolina)
North Carolina
$43.8K – – –
CMA
74
Cedar Mountain Advisors
Oregon
$43.4K – – –
KFI
75
Key Financial Inc
Pennsylvania
$41.6K +$26.1K +500 +168%
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