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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

98 hedge funds and large institutions have $151M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
98
Holders Change
–
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
29
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Merriman Wealth Management
Washington
$5.28M
2
VCS
2
Vaughan & Co Securities
New Jersey
$12.6M
3
IWM
3
IHT Wealth Management
Illinois
$1.11M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.52M
2
Wells Fargo
2
Wells Fargo
California
$9.52M
3
UBS Group
3
UBS Group
Switzerland
$5.33M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MCC
5
Money Concepts Capital
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
101
Flow Traders U.S.
New York
– -$385K -7,380 Closed
ASN
102
Advisory Services Network
Georgia
– -$59.7K -1,144 Closed
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
– -$52K -996 Closed
BAM
104
Belpointe Asset Management
Nevada
– -$31.3K -600 Closed
MWC
105
MBM Wealth Consultants
Missouri
– -$15K -279 Closed
VF
106
VitalStone Financial
Texas
– -$14K -230 Closed
ACA
107
Aptus Capital Advisors
Alabama
– -$9.39K -180 Closed
BlackRock
108
BlackRock
New York
– -$2.35K -45 Closed
1 2 3 4
5