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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

87 hedge funds and large institutions have $107M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
22
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$15.7M
2
TRCT
2
Tower Research Capital (TRC)
New York
$2.81M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$3.93M
4
Wells Fargo
4
Wells Fargo
California
$12.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
AFP
2
Ausdal Financial Partners
Iowa
$0
3
AI
3
Atria Investments
North Carolina
$0
4
LPL Financial
4
LPL Financial
California
$4.58M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$5K 38 -10 -21%
EAM
77
Eukles Asset Management
Ohio
$5K 39 +39 New
CC
78
Claybrook Capital
Massachusetts
$5K 42 +42 New
WDL
79
Well Done LLC
Michigan
$5K 42 +42 New
BWP
80
Baldwin Wealth Partners
Massachusetts
$4K 33 – –
WCM
81
WealthBridge Capital Management
Ohio
$4K 30 +30 New
RCG
82
Ruggie Capital Group
Florida
$4K 32 +32 New
LC
83
Lavaca Capital
Texas
$3K 28 +28 New
BlackRock
84
BlackRock
New York
$2K 15 -13 -46%
GRP
85
Global Retirement Partners
California
$2K 14 +14 New
RWA
86
River Wealth Advisors
Pennsylvania
$1K 8 – –
AFP
87
Ausdal Financial Partners
Iowa
– – -22,614 Closed
AI
88
Atria Investments
North Carolina
– – -17,516 Closed
PAG
89
Private Advisor Group
New Jersey
– – -2,694 Closed
Stifel Financial
90
Stifel Financial
Missouri
– – -1,467 Closed
Creative Planning
91
Creative Planning
Kansas
– – -1,426 Closed
RJFSA
92
Raymond James Financial Services Advisors
Florida
– – -1,415 Closed
PCIA
93
Prime Capital Investment Advisors
Kansas
– – -1,230 Closed
SWP
94
Stratos Wealth Partners
Ohio
– – -669 Closed
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
– – -135 Closed
OBWP
96
O'Brien Wealth Partners
Massachusetts
– – -25 Closed
PG
97
Patten Group
Tennessee
– – -10 Closed
SPIA
98
Steward Partners Investment Advisory
New York
– – -6 Closed
CFA
99
Carroll Financial Associates
North Carolina
– – -2 Closed
Parallax Volatility Advisers
100
Parallax Volatility Advisers
California
$0 1 – –
1 2 3
4
5