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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

116 hedge funds and large institutions have $199M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
34
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$4.67M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$3.69M
3
LPL Financial
3
LPL Financial
California
$8.45M
4
BCP
4
Blackhawk Capital Partners
Wisconsin
$509K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2.55M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$1.72M
2
OMC
2
Old Mission Capital
Illinois
$454K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.4M
4
Wells Fargo
4
Wells Fargo
California
$5.81M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
76
Barrett & Company
Rhode Island
$208K – – –
PS
77
Principal Securities
Iowa
$163K -$40.8K -644 -20%
HI
78
Harbour Investments
Wisconsin
$159K -$12.7K -200 -7%
CSB
79
City State Bank
Iowa
$139K – – –
SAM
80
Smartleaf Asset Management
Massachusetts
$119K +$1.89K +30 +2%
GFPC
81
Global Financial Private Client
Florida
$114K – – –
CFGS
82
Concourse Financial Group Securities
Alabama
$94.2K -$7.46K -114 -7%
FFA
83
Farther Finance Advisors
California
$91.3K – – –
PTC
84
Private Trust Company
Ohio
$89.1K – – –
CIAS
85
Capital Investment Advisory Services
North Carolina
$76.1K – – –
SS
86
Sunbelt Securities
Texas
$67.8K – – –
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.3K – – –
SCA
88
Stuart Chaussee & Associates
California
$50.7K +$50.7K +800 New
HIA
89
Harbor Investment Advisory
Maryland
$48.1K – – –
CMA
90
Cedar Mountain Advisors
Oregon
$46.1K – – –
RA
91
Rise Advisors
New York
$41.5K +$254 +4 +0.6%
AIC
92
Archer Investment Corporation
Indiana
$29.7K – – –
MCM
93
MAI Capital Management
Ohio
$23.6K +$23.6K +372 New
DJSG
94
D.J. St. Germain
Massachusetts
$22.3K – – –
AWM
95
AE Wealth Management
Kansas
$20.9K +$20.9K +330 New
BlackRock
96
BlackRock
New York
$19K +$19K +300 New
NECFA
97
New England Capital Financial Advisors
Connecticut
$16.7K – – –
SPIA
98
Steward Partners Investment Advisory
New York
$14.1K – – –
MG
99
Mather Group
Illinois
$14K +$1.52K +24 +12%
SSB
100
Sandy Spring Bank
Maryland
$12.9K – – –
1 2 3
4
5