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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

102 hedge funds and large institutions have $145M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
102
Holders Change
+4
Holders Change %
+4.08%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
31
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.83M
2
Comerica Bank
2
Comerica Bank
Texas
$923K
3
VCS
3
Vaughan & Co Securities
New Jersey
$12.5M
4
FTUS
4
Flow Traders U.S.
New York
$402K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$402K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.1M
2
Wells Fargo
2
Wells Fargo
California
$7.19M
3
RJA
3
Raymond James & Associates
Florida
$361K
4
LFAS
4
Level Four Advisory Services
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$879K
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
101
Global Retirement Partners
California
$2.1K – – –
FIA
102
FNY Investment Advisers
New York
$2K +$2K +50 New
LFAS
103
Level Four Advisory Services
Texas
– -$362K -6,699 Closed
RIA
104
Richwood Investment Advisors
Ohio
– -$206K -3,810 Closed
RIA
105
Realta Investment Advisors
Delaware
– -$24.3K -450 Closed
MIM
106
Macroview Investment Management
Maryland
– -$12K -222 Closed
TAIM
107
TD Ameritrade Investment Management
Nebraska
– -$8K -150 Closed
RP
108
Rice Partnership
Hawaii
– -$1.08K -20 Closed
1 2 3 4
5