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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

94 hedge funds and large institutions have $134M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
24
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.18M
3
HCA
3
Hyperion Capital Advisors
New York
$1.38M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.26M
5
OAM
5
Oak Asset Management
California
$840K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.79M
2
CIC
2
Cornercap Investment Counsel
Georgia
$0
3
OMC
3
Old Mission Capital
Illinois
$364K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.56M
5
Bank of America
5
Bank of America
North Carolina
$4.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
76
Key Financial Inc
Pennsylvania
$15K +$3.64K +72 +32%
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$14K – – –
MWC
78
MBM Wealth Consultants
Missouri
$14K – – –
RG
79
Retirement Group
California
$14K – – –
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$14K – – –
SPIA
81
Steward Partners Investment Advisory
New York
$11K – – –
MIM
82
Macroview Investment Management
Maryland
$11K +$51 +1 +0.5%
SWM
83
Spire Wealth Management
Virginia
$10K – – –
GFP
84
Gryphon Financial Partners
Ohio
$10K +$10K +204 New
ACA
85
Aptus Capital Advisors
Alabama
$9K +$9K +180 New
William Blair & Company
86
William Blair & Company
Illinois
$8K -$774 -15 -9%
AAP
87
Arax Advisory Partners
Colorado
$7K +$47 +1 +0.7%
EAM
88
Eukles Asset Management
Ohio
$6K – – –
AssetMark Inc
89
AssetMark Inc
California
$6K – – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$6K +$844 +18 +16%
Bessemer Group
91
Bessemer Group
New Jersey
$4K – – –
PFBT
92
Parkside Financial Bank & Trust
Missouri
$4K – – –
GRP
93
Global Retirement Partners
California
$2K – – –
BlackRock
94
BlackRock
New York
$2K – – –
CIC
95
Cornercap Investment Counsel
Georgia
– -$4.28M -72,818 Closed
Jane Street
96
Jane Street
New York
– -$596K -10,147 Closed
PK
97
Pflug Koory
Nebraska
– -$491K -8,349 Closed
Citadel Advisors
98
Citadel Advisors
Florida
– -$447K -7,601 Closed
TC
99
TAP Consulting
Missouri
– -$306K -5,202 Closed
RIA
100
Richwood Investment Advisors
Ohio
– -$224K -3,810 Closed
1 2 3
4
5