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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

116 hedge funds and large institutions have $199M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
34
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CJH
1
Christopher J. Hasenberg
Wisconsin
$4.67M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$3.69M
3
LPL Financial
3
LPL Financial
California
$8.45M
4
BCP
4
Blackhawk Capital Partners
Wisconsin
$509K
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2.55M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$1.72M
2
OMC
2
Old Mission Capital
Illinois
$454K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.4M
4
Wells Fargo
4
Wells Fargo
California
$5.81M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
101
Eagle Bay Advisors
New York
$12.9K – – –
SWM
102
Spire Wealth Management
Virginia
$12.7K – – –
MWM
103
MGB Wealth Management
Texas
$11.1K – – –
RIA
104
Realta Investment Advisors
Delaware
$9.57K – – –
OW
105
Olistico Wealth
Oklahoma
$9.51K – – –
EAM
106
Eukles Asset Management
Ohio
$7.42K – – –
ADL
107
Asset Dedication LLC
California
$6.47K – – –
AssetMark Inc
108
AssetMark Inc
California
$5.83K +$634 +10 +12%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$5.23K – – –
AAP
110
Arax Advisory Partners
Colorado
$4.95K – – –
GRP
111
Global Retirement Partners
California
$4.88K – – –
PFBT
112
Parkside Financial Bank & Trust
Missouri
$4.57K – – –
William Blair & Company
113
William Blair & Company
Illinois
$3.81K -$951 -15 -20%
CJ
114
Caitlin John
Michigan
$3.74K +$3.74K +59 New
GWSG
115
GPS Wealth Strategies Group
Colorado
$3.42K – – –
NS
116
NBC Securities
Alabama
$301 -$357K -4,743 -100%
TRCT
117
Tower Research Capital (TRC)
New York
– -$485K -7,638 Closed
Citadel Advisors
118
Citadel Advisors
Florida
– -$431K -6,794 Closed
Jane Street
119
Jane Street
New York
– -$293K -4,608 Closed
PAG
120
Private Advisor Group
New Jersey
– -$272K -4,292 Closed
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
– -$261K -4,108 Closed
ATS
122
Ashton Thomas Securities
New York
– -$232K -3,650 Closed
EH
123
Equitable Holdings
New York
– -$205K -3,229 Closed
MIM
124
Macroview Investment Management
Maryland
– -$14.1K -222 Closed
JIP
125
Jaffetilchin Investment Partners
Florida
– -$1.71K -27 Closed
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