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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

60 hedge funds and large institutions have $122M invested in iShares Morningstar Small-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
23
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ONB
1
Old National Bancorp
Indiana
$9.19M
2
Stifel Financial
2
Stifel Financial
Missouri
$6.51M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.66M
4
Jane Street
4
Jane Street
New York
$4.84M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.34M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$2.19M
2
Ameriprise
2
Ameriprise
Minnesota
$2.21M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.3M
4
Bank of America
4
Bank of America
North Carolina
$4.09M
5
IF
5
Ironwood Financial
Arizona
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.3M 124,060 -14,807 -11%
ONB
2
Old National Bancorp
Indiana
$9.19M 70,000 +70,000 New
Wells Fargo
3
Wells Fargo
California
$8.38M 63,824 +12,057 +23%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.34M 63,535 +20,855 +49%
LPL Financial
5
LPL Financial
California
$6.92M 52,701 +2,356 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.69M 51,019 +1,863 +4%
Stifel Financial
7
Stifel Financial
Missouri
$6.51M 49,636 +49,636 New
MFS
8
MSI Financial Services
Massachusetts
$5.61M 42,758 +15,874 +59%
Jane Street
9
Jane Street
New York
$4.84M 36,850 +31,405 +577%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.66M 35,509 +35,509 New
Citadel Advisors
11
Citadel Advisors
Florida
$4.47M 34,077 -6,485 -16%
Bank of America
12
Bank of America
North Carolina
$4.09M 31,157 -6,845 -18%
CFA
13
Camarda Financial Advisors
Florida
$3.87M 29,503 +10,460 +55%
UBS Group
14
UBS Group
Switzerland
$2.99M 22,777 +2,307 +11%
EWMCB
15
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.97M 22,631 +27 +0.1%
AW
16
ACG Wealth
Georgia
$2.5M 19,024 -2,924 -13%
FWM
17
Frontier Wealth Management
Missouri
$2.34M 17,823 -1,149 -6%
Ameriprise
18
Ameriprise
Minnesota
$2.21M 16,825 -50,562 -75%
AI
19
Atria Investments
North Carolina
$2.19M 16,689 -123,236 -88%
ICAS
20
Investors Capital Advisory Services
Massachusetts
$2M 15,270 -1,487 -9%
CMP
21
Courage Miller Partners
Virginia
$1.97M 14,995 -1,550 -9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.4M 10,696 +137 +1%
MHS
23
M Holdings Securities
Oregon
$1.36M 10,346 -134 -1%
TH
24
Timber Hill
Connecticut
$1.26M 9,587 – –
AIG
25
American International Group
New York
$1.07M 8,185 +1,588 +24%
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