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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

116 hedge funds and large institutions have $199M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
34
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$4.67M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$3.69M
3
LPL Financial
3
LPL Financial
California
$8.45M
4
BCP
4
Blackhawk Capital Partners
Wisconsin
$509K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2.55M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$1.72M
2
OMC
2
Old Mission Capital
Illinois
$454K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.4M
4
Wells Fargo
4
Wells Fargo
California
$5.81M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
MONECO Advisors
Connecticut
$418K +$28.5K +450 +7%
RCG
52
Ruane, Cunniff & Goldfarb
New York
$405K – – –
EFS
53
Essex Financial Services
Connecticut
$381K – – –
Citigroup
54
Citigroup
New York
$370K -$9.07K -143 -2%
TCA
55
Transcend Capital Advisors
New Jersey
$363K -$10.3K -163 -3%
TW
56
Towerpoint Wealth
California
$359K – – –
MWP
57
Madison Wealth Partners
Wisconsin
$356K +$1.71K +27 +0.5%
SM
58
Sensible Money
Arizona
$354K +$3.11K +49 +0.9%
HighTower Advisors
59
HighTower Advisors
Illinois
$350K +$190 +3 +0.1%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$311K +$187K +2,945 +151%
ATC
61
Argent Trust Co
Tennessee
$310K – – –
AWM
62
Axxcess Wealth Management
California
$305K +$305K +4,812 New
SPC
63
Sigma Planning Corp
Michigan
$282K – – –
PIA
64
Perennial Investment Advisors
California
$275K -$2.6K -41 -0.9%
Creative Planning
65
Creative Planning
Kansas
$261K +$127 +2 +0%
UIM
66
Unified Investment Management
Georgia
$257K +$257K +4,047 New
MML Investors Services
67
MML Investors Services
Massachusetts
$245K +$245K +3,858 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$242K -$11.1K -175 -4%
RCM
69
RMR Capital Management
California
$235K – – –
Stifel Financial
70
Stifel Financial
Missouri
$234K +$234K +3,691 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$234K – – –
GWM
72
Geneos Wealth Management
Colorado
$232K – – –
SFG
73
Sage Financial Group
Pennsylvania
$216K – – –
Corient Private Wealth
74
Corient Private Wealth
Florida
$211K -$5.71K -90 -3%
AHL
75
Abel Hall LLC
Louisiana
$210K +$210K +3,316 New
1 2
3
4 5