iShares Morningstar Small-Cap Value ETF
ISCV
ISCV
112 hedge funds and large institutions have $210M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
10% more funds holding
Funds holding: 102 → 112 (+10)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
112
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$26.9M | |
| 2 | +$3.26M | |
| 3 | +$2.68M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.01M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$631K |
Top Sellers
| 1 | -$1.83M | |
| 2 | -$1.34M | |
| 3 | -$1.31M | |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$953K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$783K |