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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

112 hedge funds and large institutions have $187M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
26
Reduced
40
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$2.19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.54M
3
OMC
3
Old Mission Capital
Illinois
$1.2M
4
IWM
4
IHT Wealth Management
Illinois
$2.55M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$5.52M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$431K
2
Bank of America
2
Bank of America
North Carolina
$9.88M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$217K
4
Morgan Stanley
4
Morgan Stanley
New York
$25.3M
5
Wells Fargo
5
Wells Fargo
California
$6.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
MONECO Advisors
Connecticut
$390K -$63 -1 -0%
EFS
52
Essex Financial Services
Connecticut
$380K – – –
Citigroup
53
Citigroup
New York
$379K – – –
TCA
54
Transcend Capital Advisors
New Jersey
$374K -$1.46K -23 -0.4%
TW
55
Towerpoint Wealth
California
$360K -$508 -8 -0.1%
MWP
56
Madison Wealth Partners
Wisconsin
$355K – – –
SM
57
Sensible Money
Arizona
$352K – – –
HighTower Advisors
58
HighTower Advisors
Illinois
$349K -$2.15K -34 -0.6%
ATC
59
Argent Trust Co
Tennessee
$310K – – –
NS
60
NBC Securities
Alabama
$301K -$5.77K -91 -2%
Jane Street
61
Jane Street
New York
$293K -$31K -489 -10%
SPC
62
Sigma Planning Corp
Michigan
$283K – – –
PIA
63
Perennial Investment Advisors
California
$278K -$52.7K -831 -16%
PAG
64
Private Advisor Group
New Jersey
$272K +$32.6K +513 +14%
Creative Planning
65
Creative Planning
Kansas
$261K +$127 +2 +0%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$261K -$622K -9,795 -70%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$253K -$30.9K -486 -11%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$235K – – –
RCM
69
RMR Capital Management
California
$235K +$2.16K +34 +0.9%
GWM
70
Geneos Wealth Management
Colorado
$232K – – –
ATS
71
Ashton Thomas Securities
New York
$232K +$69.8K +1,100 +43%
Corient Private Wealth
72
Corient Private Wealth
Florida
$217K -$1.2M -18,970 -85%
SFG
73
Sage Financial Group
Pennsylvania
$217K +$217K +3,413 New
BC
74
Barrett & Company
Rhode Island
$208K +$11.6K +183 +6%
EH
75
Equitable Holdings
New York
$205K +$205K +3,229 New
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3
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