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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

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.

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
36
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.5M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$3.26M
3
Bank of America
3
Bank of America
North Carolina
$12.2M
4
Ameriprise
4
Ameriprise
Minnesota
$2.23M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.63M
3
Wells Fargo
3
Wells Fargo
California
$6.92M
4
MWM
4
Merriman Wealth Management
Washington
$4.87M
5
TRCT
5
Tower Research Capital (TRC)
New York
$40.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
76
City State Bank
Iowa
$130K – – –
CFGS
77
Concourse Financial Group Securities
Alabama
$120K -$105K -1,780 -47%
SAM
78
Smartleaf Asset Management
Massachusetts
$110K +$110K +1,831 New
GFPC
79
Global Financial Private Client
Florida
$107K – – –
PTC
80
Private Trust Company
Ohio
$83.2K – – –
CIAS
81
Capital Investment Advisory Services
North Carolina
$71.1K – – –
HIA
82
Harbor Investment Advisory
Maryland
$68.4K +$68.4K +1,155 New
BC
83
Bartlett & Co
Ohio
$53K +$53K +882 New
BCWM
84
Bartlett & Co Wealth Management
Ohio
$52.9K +$52.9K +882 New
LWANC
85
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.7K – – –
CMA
86
Cedar Mountain Advisors
Oregon
$49.2K – – –
KFI
87
Key Financial Inc
Pennsylvania
$47.2K – – –
TRCT
88
Tower Research Capital (TRC)
New York
$40.4K -$783K -13,229 -95%
RA
89
Rise Advisors
New York
$37.9K +$533 +9 +1%
ASN
90
Advisory Services Network
Georgia
$35.2K +$35.2K +594 New
PS
91
Principal Securities
Iowa
$29.6K +$29.6K +500 New
AF
92
Advisornet Financial
Minnesota
$28.3K +$356 +6 +1%
AIC
93
Archer Investment Corporation
Indiana
$27.7K – – –
SS
94
Sunbelt Securities
Texas
$25.7K – – –
DJSG
95
D.J. St. Germain
Massachusetts
$20.8K – – –
RG
96
Retirement Group
California
$16.5K – – –
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$16K – – –
NECFA
98
New England Capital Financial Advisors
Connecticut
$15.6K – – –
SPIA
99
Steward Partners Investment Advisory
New York
$13.1K – – –
MIM
100
Macroview Investment Management
Maryland
$13.1K +$13.1K +222 New
1 2 3
4
5