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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

38 hedge funds and large institutions have $121M invested in iShares Morningstar Small-Cap Value ETF in 2013 Q2 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
38
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$12.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.96M
3
MWM
3
Merriman Wealth Management
Washington
$6.8M
4
Bank of America
4
Bank of America
North Carolina
$4.71M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.5M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JOYN Advisors
Georgia
– – – –
AI
2
Atria Investments
North Carolina
$12.1M 117,642 +117,642 New
Morgan Stanley
3
Morgan Stanley
New York
$7.96M 77,271 +77,271 New
MWM
4
Merriman Wealth Management
Washington
$6.8M 66,054 +66,054 New
Bank of America
5
Bank of America
North Carolina
$4.71M 45,755 +45,755 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.5M 43,709 +43,709 New
TH
7
Timber Hill
Connecticut
$4.22M 40,962 +40,962 New
Ameriprise
8
Ameriprise
Minnesota
$4.09M 39,750 +39,750 New
LPL Financial
9
LPL Financial
California
$3.99M 38,767 +38,767 New
U
10
UBS
Switzerland
$3.42M 33,242 +33,242 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.51M 24,342 +24,342 New
CMP
12
Courage Miller Partners
Virginia
$2.28M 22,181 +22,181 New
ICAS
13
Investors Capital Advisory Services
Massachusetts
$1.77M 17,142 +17,142 New
CFA
14
Camarda Financial Advisors
Florida
$1.37M 13,342 +13,342 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.17M 11,364 +11,364 New
Wells Fargo
16
Wells Fargo
California
$1.01M 9,832 +9,832 New
QIM
17
Quest Investment Management
Oregon
$783K 7,600 +7,600 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$767K 7,447 +7,447 New
AIG
19
American International Group
New York
$712K 6,918 +6,918 New
ECM
20
ETrade Capital Management
Virginia
$552K 5,362 +5,362 New
FIM
21
Freedom Investment Management
Connecticut
$250K 2,425 +2,425 New
NES
22
New England Securities
New York
$236K 2,293 +2,293 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$223K 2,170 +2,170 New
KCG
24
Knight Capital Group
$218K 2,114 +2,114 New
SI
25
SII Investments
Wisconsin
$208K 2,015 +2,015 New
1
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