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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

100 hedge funds and large institutions have $182M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
32
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$27.3M
2
UBS Group
2
UBS Group
Switzerland
$8.58M
3
VCS
3
Vaughan & Co Securities
New Jersey
$10.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.46M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$839K

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$4.18M
2
Citadel Advisors
2
Citadel Advisors
Florida
$881K
3
Jane Street
3
Jane Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$16.1M
5
Ameriprise
5
Ameriprise
Minnesota
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
101
Jane Street
New York
– -$1.99M -41,885 Closed
TRCT
102
Tower Research Capital (TRC)
New York
– -$235K -4,948 Closed
AT
103
American Trust
Kentucky
– -$217K -4,571 Closed
FA
104
Flagstar Advisors
New York
– -$59.2K -1,245 Closed
PFA
105
Professional Financial Advisors
Nebraska
– -$36K -759 Closed
ACA
106
Aptus Capital Advisors
Alabama
– -$9K -180 Closed
OPW
107
Oxler Private Wealth
New York
– -$15.8K -140 Closed
1 2 3 4
5