ISCV icon

iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

86 hedge funds and large institutions have $132M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
20
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.18M
2
Wells Fargo
2
Wells Fargo
California
$13.5M
3
F
3
F3Logic
Minnesota
$474K
4
Jane Street
4
Jane Street
New York
$447K
5
PAG
5
Private Advisor Group
New Jersey
$414K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$22.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$975K
4
TRCT
4
Tower Research Capital (TRC)
New York
$42K
5
Bank of America
5
Bank of America
North Carolina
$4.48M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
76
AssetMark Inc
California
$14K 267 – –
IF
77
Ironwood Financial
Arizona
$9K 171 – –
IA
78
IFP Advisors
Florida
$7K 144 -12 -8%
BWP
79
Baldwin Wealth Partners
Massachusetts
$5K 99 +99 New
OBWP
80
O'Brien Wealth Partners
Massachusetts
$4K 75 – –
BlackRock
81
BlackRock
New York
$4K 84 – –
PG
82
Patten Group
Tennessee
$2K 30 – –
RWA
83
River Wealth Advisors
Pennsylvania
$1K 24 – –
SPIA
84
Steward Partners Investment Advisory
New York
$1K 18 – –
BCA
85
Bay Colony Advisors
Massachusetts
– – -2,721 Closed
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
– – -690 Closed
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -381 Closed
KCPG
88
Kavar Capital Partners Group
Kansas
– – -252 Closed
GFP
89
Gryphon Financial Partners
Ohio
– – -219 Closed
FIA
90
FNY Investment Advisers
New York
– – -69 Closed
WIM
91
Westside Investment Management
California
– – -36 Closed
IWP
92
Icon Wealth Partners
Texas
– – -36 Closed
CF
93
Centaurus Financial
California
– – -30 Closed
MWPCG
94
Measured Wealth Private Client Group
New Hampshire
– – – –
Parallax Volatility Advisers
95
Parallax Volatility Advisers
California
$0 3 – –
CFA
96
Carroll Financial Associates
North Carolina
$0 6 – –
CFGS
97
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4