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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

112 hedge funds and large institutions have $187M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 3 closing their positions.

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
26
Reduced
40
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$2.19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.54M
3
OMC
3
Old Mission Capital
Illinois
$1.2M
4
IWM
4
IHT Wealth Management
Illinois
$2.55M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$5.52M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$431K
2
Bank of America
2
Bank of America
North Carolina
$9.88M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$217K
4
Morgan Stanley
4
Morgan Stanley
New York
$25.3M
5
Wells Fargo
5
Wells Fargo
California
$6.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
76
Principal Securities
Iowa
$204K +$35.8K +564 +21%
HI
77
Harbour Investments
Wisconsin
$171K – – –
CSB
78
City State Bank
Iowa
$139K – – –
Jones Financial Companies
79
Jones Financial Companies
Missouri
$124K -$4.93K -78 -4%
SAM
80
Smartleaf Asset Management
Massachusetts
$118K +$20K +316 +20%
GFPC
81
Global Financial Private Client
Florida
$114K – – –
CFGS
82
Concourse Financial Group Securities
Alabama
$98.6K – – –
FFA
83
Farther Finance Advisors
California
$91.4K +$91.4K +1,440 New
PTC
84
Private Trust Company
Ohio
$89.2K – – –
CIAS
85
Capital Investment Advisory Services
North Carolina
$76.2K – – –
SS
86
Sunbelt Securities
Texas
$68.2K – – –
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.3K – – –
HIA
88
Harbor Investment Advisory
Maryland
$48.2K – – –
CMA
89
Cedar Mountain Advisors
Oregon
$46.2K – – –
RA
90
Rise Advisors
New York
$41.3K +$254 +4 +0.6%
AIC
91
Archer Investment Corporation
Indiana
$29.7K – – –
DJSG
92
D.J. St. Germain
Massachusetts
$22.3K – – –
NECFA
93
New England Capital Financial Advisors
Connecticut
$16.8K – – –
SPIA
94
Steward Partners Investment Advisory
New York
$14.1K -$19.2K -302 -58%
MIM
95
Macroview Investment Management
Maryland
$14.1K – – –
SSB
96
Sandy Spring Bank
Maryland
$13K – – –
EBA
97
Eagle Bay Advisors
New York
$13K – – –
SWM
98
Spire Wealth Management
Virginia
$12.7K – – –
MG
99
Mather Group
Illinois
$12.4K +$12.4K +196 New
MWM
100
MGB Wealth Management
Texas
$11.1K – – –
1 2 3
4
5