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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

102 hedge funds and large institutions have $145M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
31
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.83M
2
Comerica Bank
2
Comerica Bank
Texas
$923K
3
VCS
3
Vaughan & Co Securities
New Jersey
$12.5M
4
FTUS
4
Flow Traders U.S.
New York
$402K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$402K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
2
Wells Fargo
2
Wells Fargo
California
$7.19M
3
RJA
3
Raymond James & Associates
Florida
$361K
4
LFAS
4
Level Four Advisory Services
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$879K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$361K -$408K -7,876 -53%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$360K +$26.9K +520 +8%
CAN
53
Cetera Advisor Networks
California
$336K -$11K -212 -3%
RCG
54
Ruane, Cunniff & Goldfarb
New York
$330K – – –
Citigroup
55
Citigroup
New York
$294K +$79.5K +1,535 +37%
TW
56
Towerpoint Wealth
California
$294K -$149K -2,870 -34%
HighTower Advisors
57
HighTower Advisors
Illinois
$291K +$5.82K +113 +2%
NS
58
NBC Securities
Alabama
$278K +$278K +5,381 New
MWP
59
Madison Wealth Partners
Wisconsin
$270K +$518 +10 +0.2%
ATC
60
Argent Trust Co
Tennessee
$253K – – –
EH
61
Equitable Holdings
New York
$251K +$28.6K +552 +13%
DI
62
DFPG Investments
Utah
$240K +$48.1K +970 +25%
SPC
63
Sigma Planning Corp
Michigan
$231K – – –
TCA
64
Transcend Capital Advisors
New Jersey
$220K – – –
BC
65
Barrett & Company
Rhode Island
$220K – – –
Creative Planning
66
Creative Planning
Kansas
$212K – – –
GWM
67
Geneos Wealth Management
Colorado
$210K – – –
Jane Street
68
Jane Street
New York
$204K +$204K +3,935 New
CFGS
69
Concourse Financial Group Securities
Alabama
$199K -$13.9K -267 -7%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$191K +$22.9K +443 +14%
HI
71
Harbour Investments
Wisconsin
$155K – – –
SCM
72
SevenOneSeven Capital Management
Pennsylvania
$140K – – –
CSB
73
City State Bank
Iowa
$114K – – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$113K +$113K +1,999 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$99.4K +$62K +1,197 +166%
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