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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

90 hedge funds and large institutions have $118M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
28
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.91M
2
Wells Fargo
2
Wells Fargo
California
$11.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.93M
4
JIP
4
Jaffetilchin Investment Partners
Florida
$1M
5
PSF
5
Pacific Sun Financial
California
$857K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$844K
2
FIM
2
Freedom Investment Management
Connecticut
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
OAM
4
Oppenheimer Asset Management
New York
$0
5
ECM
5
ETrade Capital Management
Virginia
$504K
Name Market Value Shares Shares
Change 		Shares
Change %
GFP
76
Gryphon Financial Partners
Ohio
$10K 73 – –
IF
77
Ironwood Financial
Arizona
$8K 57 – –
IA
78
IFP Advisors
Florida
$8K 52 – –
DBT
79
Dubuque Bank & Trust
Iowa
$7K 52 – –
WDL
80
Well Done LLC
Michigan
$6K 42 +42 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$4K 31 – –
BlackRock
82
BlackRock
New York
$4K 28 – –
OBWP
83
O'Brien Wealth Partners
Massachusetts
$4K 26 +26 New
AAP
84
Arax Advisory Partners
Colorado
$3K 27 -489 -95%
WIM
85
Westside Investment Management
California
$1.67K 12 – –
VCM
86
Virtue Capital Management
Tennessee
$1K 10 -30 -75%
PG
87
Patten Group
Tennessee
$1K 10 +10 New
FIM
88
Freedom Investment Management
Connecticut
– – -3,341 Closed
OAM
89
Oppenheimer Asset Management
New York
– – -2,090 Closed
LNC
90
Lincoln National Corp
Pennsylvania
– – -2,014 Closed
LCM
91
Liberty Capital Management
Michigan
– – -200 Closed
FGC
92
Financial Gravity Companies
Texas
– – -45 Closed
CAC
93
Certified Advisory Corp
Florida
– – -21 Closed
IWP
94
Icon Wealth Partners
Texas
– – -12 Closed
SEI Investments
95
SEI Investments
Pennsylvania
– – -3 Closed
CFA
96
Carroll Financial Associates
North Carolina
$0 2 – –
SPIA
97
Steward Partners Investment Advisory
New York
$0 6 – –
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$0 1 – –
1 2 3
4