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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

96 hedge funds and large institutions have $141M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$7.73M
2
VCS
2
Vaughan & Co Securities
New Jersey
$6.41M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.45M
5
Jane Street
5
Jane Street
New York
$1.99M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.52M
3
OAM
3
Oak Asset Management
California
$0
4
Bank of America
4
Bank of America
North Carolina
$3.96M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
76
Rise Advisors
New York
$30K +$193 +4 +0.6%
AIC
77
Archer Investment Corporation
Indiana
$22.2K – – –
RWA
78
RGT Wealth Advisors
Texas
$22K – – –
RIA
79
Realta Investment Advisors
Delaware
$21K +$21K +450 New
HI
80
Harbour Investments
Wisconsin
$20K – – –
OPW
81
Oxler Private Wealth
New York
$15.8K +$15.8K +140 New
MWC
82
MBM Wealth Consultants
Missouri
$14K – – –
KFI
83
Key Financial Inc
Pennsylvania
$14K – – –
OSAM
84
O'Shaughnessy Asset Management
Connecticut
$13K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$11K – – –
SWM
86
Spire Wealth Management
Virginia
$10K – – –
MIM
87
Macroview Investment Management
Maryland
$10K +$46 +1 +0.5%
ACA
88
Aptus Capital Advisors
Alabama
$9K – – –
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$9K +$9K +200 New
AAP
90
Arax Advisory Partners
Colorado
$7K – – –
EAM
91
Eukles Asset Management
Ohio
$6K – – –
William Blair & Company
92
William Blair & Company
Illinois
$5K -$2.05K -45 -29%
AssetMark Inc
93
AssetMark Inc
California
$5K – – –
PFBT
94
Parkside Financial Bank & Trust
Missouri
$3K – – –
GRP
95
Global Retirement Partners
California
$2K – – –
BlackRock
96
BlackRock
New York
$2K – – –
OAM
97
Oak Asset Management
California
– -$840K -16,702 Closed
OMC
98
Old Mission Capital
Illinois
– -$364K -7,239 Closed
FCB
99
First Command Bank
Texas
– -$193K -3,831 Closed
FCFS
100
First Command Financial Services
Texas
– -$193K -3,831 Closed
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4
5