ISCV icon

iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

96 hedge funds and large institutions have $141M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$7.73M
2
VCS
2
Vaughan & Co Securities
New Jersey
$6.41M
3
Morgan Stanley
3
Morgan Stanley
New York
$29.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.45M
5
Jane Street
5
Jane Street
New York
$1.99M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$15.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$5.52M
3
OAM
3
Oak Asset Management
California
$0
4
Bank of America
4
Bank of America
North Carolina
$3.96M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
SeaCrest Wealth Management
New York
– -$46K -907 Closed
HWA
102
Heritage Wealth Advisors
Virginia
– -$43K -863 Closed
PFS
103
Prospera Financial Services
Texas
– -$23K -450 Closed
RG
104
Retirement Group
California
– -$14K -279 Closed
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
– -$14K -270 Closed
GFP
106
Gryphon Financial Partners
Ohio
– -$10K -204 Closed
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
– -$6K -128 Closed
Bessemer Group
108
Bessemer Group
New Jersey
– -$4K -78 Closed
1 2 3 4
5