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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

94 hedge funds and large institutions have $134M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
24
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.18M
3
HCA
3
Hyperion Capital Advisors
New York
$1.38M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.26M
5
OAM
5
Oak Asset Management
California
$840K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.79M
2
CIC
2
Cornercap Investment Counsel
Georgia
$0
3
OMC
3
Old Mission Capital
Illinois
$364K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.56M
5
Bank of America
5
Bank of America
North Carolina
$4.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
– -$204K -3,459 Closed
1 2 3 4
5