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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

92 hedge funds and large institutions have $141M invested in iShares Morningstar Small-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
26
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$11.4M
2
PIA
2
Perennial Investment Advisors
California
$1.1M
3
Wells Fargo
3
Wells Fargo
California
$17M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$701K
5
Jane Street
5
Jane Street
New York
$521K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.1M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$201K
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.99M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$729K
5
Ameriprise
5
Ameriprise
Minnesota
$4.92M
Name Market Value Shares Shares
Change 		Shares
Change %
PFBT
76
Parkside Financial Bank & Trust
Missouri
$31K 213 -158 -43%
AIC
77
Archer Investment Corporation
Indiana
$30K 209 +209 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$27K 190 +154 +428%
TA
79
TFG Advisers
Michigan
$24K 171 +171 New
US Bancorp
80
US Bancorp
Minnesota
$22K 150 – –
William Blair & Company
81
William Blair & Company
Illinois
$18K 127 -15 -11%
TWA
82
TCI Wealth Advisors
Arizona
$11K 76 – –
IFWM
83
Institute for Wealth Management
Colorado
$9K 64 +64 New
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$9K 65 +65 New
AssetMark Inc
85
AssetMark Inc
California
$8K 53 -20 -27%
IF
86
Ironwood Financial
Arizona
$8K 57 – –
EAM
87
Eukles Asset Management
Ohio
$6K 39 – –
GRP
88
Global Retirement Partners
California
$2K 14 – –
BlackRock
89
BlackRock
New York
$2K 15 – –
DY
90
Dowling & Yahnke
California
$2K 13 +13 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
– – -379 Closed
UBS AM
92
UBS AM
Illinois
– – -281 Closed
TCOV
93
Trust Company of Vermont
Vermont
– – -157 Closed
BWP
94
Baldwin Wealth Partners
Massachusetts
– – -33 Closed
AIC
95
Ameritas Investment Company
Nebraska
– – -33 Closed
PWM
96
Provident Wealth Management
Tennessee
$0 1 +1 New
PA
97
Procyon Advisors
Connecticut
$0 3 +3 New
1 2 3
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