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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

98 hedge funds and large institutions have $169M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
29
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.87M
2
MA
2
MONECO Advisors
Connecticut
$738K
3
VCS
3
Vaughan & Co Securities
New Jersey
$11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.22M
5
MCC
5
Money Concepts Capital
Florida
$703K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.1M
2
Wells Fargo
2
Wells Fargo
California
$13.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.45M
4
MWM
4
Merriman Wealth Management
Washington
$3.22M
5
Bank of America
5
Bank of America
North Carolina
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
76
Rise Advisors
New York
$32.8K +$209 +4 +0.6%
BAM
77
Belpointe Asset Management
Nevada
$31.3K – – –
AF
78
Advisornet Financial
Minnesota
$24.6K +$24.6K +471 New
AIC
79
Archer Investment Corporation
Indiana
$24.4K – – –
RG
80
Retirement Group
California
$15K – – –
MWC
81
MBM Wealth Consultants
Missouri
$15K – – –
OSAM
82
O'Shaughnessy Asset Management
Connecticut
$14.1K – – –
VF
83
VitalStone Financial
Texas
$14K – – –
NECFA
84
New England Capital Financial Advisors
Connecticut
$13.8K – – –
SPIA
85
Steward Partners Investment Advisory
New York
$11.6K – – –
MIM
86
Macroview Investment Management
Maryland
$11.5K +$52 +1 +0.5%
SWM
87
Spire Wealth Management
Virginia
$10.4K – – –
ACA
88
Aptus Capital Advisors
Alabama
$9.39K +$9.39K +180 New
TAIM
89
TD Ameritrade Investment Management
Nebraska
$9K -$808 -15 -8%
AAP
90
Arax Advisory Partners
Colorado
$7.86K +$52 +1 +0.7%
EAM
91
Eukles Asset Management
Ohio
$6.1K – – –
AssetMark Inc
92
AssetMark Inc
California
$5.84K -$470 -9 -7%
William Blair & Company
93
William Blair & Company
Illinois
$5.22K -$522 -10 -9%
PFBT
94
Parkside Financial Bank & Trust
Missouri
$3.76K – – –
BlackRock
95
BlackRock
New York
$2.35K – – –
GRP
96
Global Retirement Partners
California
$2.09K – – –
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$1.32K +$22 +415 +2%
RP
98
Rice Partnership
Hawaii
$1.04K +$1.04K +20 New
DAS
99
Dynamic Advisor Solutions
Arizona
– -$464K -8,922 Closed
ICM
100
Intrepid Capital Management
Florida
– -$229K -4,390 Closed
1 2 3
4
5