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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

86 hedge funds and large institutions have $124M invested in iShares Morningstar Small-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
26
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
$2.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.56M
3
CCP
Cardan Capital Partners
Colorado
$18.9M
4
Wells Fargo
Wells Fargo
California
$13.8M
5
TRCT
Tower Research Capital (TRC)
New York
$965K

Top Sellers

1
LPL Financial
LPL Financial
California
$2.69M
2
Citadel Advisors
Citadel Advisors
Florida
$1.98M
3
Bank of America
Bank of America
North Carolina
$4.54M
4
MHS
M Holdings Securities
Oregon
$0
5
Morgan Stanley
Morgan Stanley
New York
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
76
AssetMark Inc
California
$10K -$2.19K -48 -18%
TWA
77
TCI Wealth Advisors
Arizona
$10K – – –
IF
78
Ironwood Financial
Arizona
$8K – – –
BWP
79
Baldwin Wealth Partners
Massachusetts
$5K – – –
EAM
80
Eukles Asset Management
Ohio
$5K – – –
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$5K +$5K +108 New
CFA
82
Camarda Financial Advisors
Florida
$4K – – –
BlackRock
83
BlackRock
New York
$2K – – –
GRP
84
Global Retirement Partners
California
$2K – – –
MHS
85
M Holdings Securities
Oregon
– -$1.17M -25,491 Closed
SB
86
Suntrust Banks
Georgia
– -$784K -17,052 Closed
IDA
87
Intelligence Driven Advisers
California
– -$381K -8,286 Closed
CAM
88
Concorde Asset Management
Michigan
– -$205K -4,140 Closed
SWM
89
SeaCrest Wealth Management
New York
– -$29K -630 Closed
WCM
90
WealthBridge Capital Management
Ohio
– -$4K -90 Closed
LC
91
Lavaca Capital
Texas
– -$4K -84 Closed
IWP
92
Icon Wealth Partners
Texas
– -$2K -36 Closed
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