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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

98 hedge funds and large institutions have $169M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
29
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.87M
2
MA
2
MONECO Advisors
Connecticut
$738K
3
VCS
3
Vaughan & Co Securities
New Jersey
$11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.22M
5
MCC
5
Money Concepts Capital
Florida
$703K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.1M
2
Wells Fargo
2
Wells Fargo
California
$13.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.45M
4
MWM
4
Merriman Wealth Management
Washington
$3.22M
5
Bank of America
5
Bank of America
North Carolina
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
101
Patriot Investment Management Group
Tennessee
– -$33.8K -594 Closed
NA
102
NewEdge Advisors
Louisiana
– -$23.7K -456 Closed
RIA
103
Realta Investment Advisors
Delaware
– -$23.4K -450 Closed
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
– -$10K -200 Closed
MPCL
105
My Personal CFO LLC
Washington
– -$75K -1 Closed
1 2 3 4
5