iShares Morningstar Small-Cap Value ETF
ISCV
ISCV
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
2.67% less ownership
Funds ownership: 45.73% → 43.06% (-2.7%)
8% less capital invested
Capital invested by funds: $182M → $169M (-$13.7M)
Holders
98
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$990K | |
| 2 | +$738K | |
| 3 | +$700K | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$695K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$627K |
Top Sellers
| 1 | -$6.69M | |
| 2 | -$2.52M | |
| 3 | -$2.02M | |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$964K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$494K |