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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

112 hedge funds and large institutions have $210M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
36
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.26M
3
Bank of America
3
Bank of America
North Carolina
$12.2M
4
Ameriprise
4
Ameriprise
Minnesota
$2.23M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.63M
3
Wells Fargo
3
Wells Fargo
California
$6.92M
4
MWM
4
Merriman Wealth Management
Washington
$4.87M
5
TRCT
5
Tower Research Capital (TRC)
New York
$40.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$385K +$355 +6 +0.1%
RCG
52
Ruane, Cunniff & Goldfarb
New York
$378K – – –
LNC
53
Lincoln National Corp
Pennsylvania
$357K -$98.9K -1,671 -22%
TCA
54
Transcend Capital Advisors
New Jersey
$350K +$98.9K +1,671 +39%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$344K -$68K -1,149 -17%
Citigroup
56
Citigroup
New York
$336K -$59 -1 -0%
TW
57
Towerpoint Wealth
California
$336K +$59 +1 +0%
HighTower Advisors
58
HighTower Advisors
Illinois
$328K -$5.91K -100 -2%
MWP
59
Madison Wealth Partners
Wisconsin
$328K +$18.5K +313 +6%
PIA
60
Perennial Investment Advisors
California
$319K -$272K -4,588 -46%
EH
61
Equitable Holdings
New York
$291K +$4.03K +68 +1%
ATC
62
Argent Trust Co
Tennessee
$289K – – –
NS
63
NBC Securities
Alabama
$276K -$42.1K -712 -13%
EFS
64
Essex Financial Services
Connecticut
$276K +$276K +4,657 New
SM
65
Sensible Money
Arizona
$274K +$274K +4,628 New
DI
66
DFPG Investments
Utah
$266K -$12.5K -217 -4%
SPC
67
Sigma Planning Corp
Michigan
$261K -$3.02K -51 -1%
Creative Planning
68
Creative Planning
Kansas
$243K +$296 +5 +0.1%
GWM
69
Geneos Wealth Management
Colorado
$241K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$219K – – –
RCM
71
RMR Capital Management
California
$217K +$217K +3,665 New
SFG
72
Sage Financial Group
Pennsylvania
$202K +$202K +3,413 New
BC
73
Barrett & Company
Rhode Island
$183K -$68K -1,148 -27%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$161K +$47.4K +801 +42%
HI
75
Harbour Investments
Wisconsin
$160K -$17.8K -300 -10%
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3
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