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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

40 hedge funds and large institutions have $87.1M invested in iShares Morningstar Small-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
13
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
ACG Wealth
Georgia
$3.04M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.61M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.41M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.6M
5
AI
5
Atria Investments
North Carolina
$16.2M

Top Sellers

1
TH
1
Timber Hill
Connecticut
$0
2
Bank of America
2
Bank of America
North Carolina
$4.94M
3
MWM
3
Merriman Wealth Management
Washington
$7.36M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.42M
5
CMP
5
Courage Miller Partners
Virginia
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
1
Atria Investments
North Carolina
$16.2M 135,117 +6,989 +5%
Morgan Stanley
2
Morgan Stanley
New York
$10.6M 88,508 +8,690 +11%
MWM
3
Merriman Wealth Management
Washington
$7.36M 61,228 -3,111 -5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.42M 53,400 -2,833 -5%
Ameriprise
5
Ameriprise
Minnesota
$5.51M 45,738 +3,685 +9%
LPL Financial
6
LPL Financial
California
$5.39M 44,783 +1,678 +4%
Bank of America
7
Bank of America
North Carolina
$4.94M 41,058 -8,100 -16%
U
8
UBS
Switzerland
$3.92M 32,591 -1,824 -5%
Wells Fargo
9
Wells Fargo
California
$3.37M 27,996 +6,421 +30%
AW
10
ACG Wealth
Georgia
$3.04M 25,310 +25,310 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.61M 21,666 +21,666 New
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$2.41M 20,000 +20,000 New
ICAS
13
Investors Capital Advisory Services
Massachusetts
$2.34M 19,473 +1,762 +10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.15M 17,910 +3,566 +25%
CFA
15
Camarda Financial Advisors
Florida
$2.1M 17,425 +1,723 +11%
CMP
16
Courage Miller Partners
Virginia
$2.01M 16,737 -2,743 -14%
MHS
17
M Holdings Securities
Oregon
$1.08M 8,981 +8,981 New
NES
18
New England Securities
New York
$910K 7,569 +2,001 +36%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$883K 7,346 -258 -3%
ECM
20
ETrade Capital Management
Virginia
$601K 4,996 -248 -5%
VFS
21
VSR Financial Services
Kansas
$334K 2,780 +2,780 New
BRWA
22
B. Riley Wealth Advisors
Florida
$326K 2,710 +300 +12%
FIM
23
Freedom Investment Management
Connecticut
$301K 2,505 -19 -0.8%
BPC
24
Banque Pictet & Cie
Switzerland
$279K 2,320 +2,320 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$274K 2,279 -23 -1%
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