iShares Morningstar Small-Cap Value ETF
ISCV
47 hedge funds and large institutions have $92.6M invested in iShares Morningstar Small-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 4 closing their positions.
109% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 11
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
10% more capital invested
Capital invested by funds: $83.8M → $92.6M (+$8.75M)
2% more funds holding
Funds holding: 46 → 47 (+1)
1.43% more ownership
Funds ownership: 70.26% → 71.7% (+1.4%)
Top Buyers
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.93M |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$1.93M |
| 3 |
Morgan Stanley
New York
|
+$1.61M |
| 4 |
Jane Street
New York
|
+$1.23M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$900K |
Top Sellers
ISCV Hedge Fund Activity: Q2 2014 in Review
47 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q2 2014, worth a combined $92.6M — up 10% from $83.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ISCV positions and 4 closed out — a net gain of 1 holder — while 23 added to existing stakes and 11 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.93M. The largest seller was Bank of Montreal, cutting an estimated $4.92M.
- 47 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q2 2014, up from 46 in Q1 2014.
- Funds reported $92.6M of iShares Morningstar Small-Cap Value ETF stock for Q2 2014, up 10% quarter-over-quarter.
- 5 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q2 2014 and 4 closed out, a net change of +1 holder.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q2 2014 was Commonwealth Equity Services, an estimated $3.93M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q2 2014 was Bank of Montreal, an estimated $4.92M sold.
Based on aggregated 13F filings for Q2 2014.