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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

61 hedge funds and large institutions have $97.7M invested in iShares Morningstar Small-Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
8
Increased
22
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.78M
3
AFP
3
Ausdal Financial Partners
Iowa
$1.92M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.1M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$757K

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$418K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$546K
4
SI
4
SII Investments
Wisconsin
$0
5
ICAS
5
Investors Capital Advisory Services
Massachusetts
$460K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.1M 148,662 +12,521 +9%
LPL Financial
2
LPL Financial
California
$11.1M 97,981 +51,152 +109%
ONB
3
Old National Bancorp
Indiana
$8.03M 70,000 – –
Wells Fargo
4
Wells Fargo
California
$7.8M 67,967 -256 -0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.37M 46,798 -3,815 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.1M 44,438 -20,508 -32%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$4.78M 41,616 +27,110 +187%
Bank of America
8
Bank of America
North Carolina
$4.22M 36,748 -1,000 -3%
CFA
9
Camarda Financial Advisors
Florida
$3.32M 28,917 -5,131 -15%
UBS Group
10
UBS Group
Switzerland
$2.96M 25,806 +540 +2%
Jane Street
11
Jane Street
New York
$2.31M 20,088 +655 +3%
Ameriprise
12
Ameriprise
Minnesota
$2.13M 18,566 +565 +3%
AFP
13
Ausdal Financial Partners
Iowa
$1.92M 16,719 +16,719 New
AI
14
Atria Investments
North Carolina
$1.9M 17,852 +472 +3%
CMP
15
Courage Miller Partners
Virginia
$1.75M 15,264 +525 +4%
AIG
16
American International Group
New York
$1.7M 14,763 +181 +1%
FWM
17
Frontier Wealth Management
Missouri
$1.6M 13,964 -2,792 -17%
EWMCB
18
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.44M 12,502 -414 -3%
AW
19
ACG Wealth
Georgia
$1.42M 12,406 -6,270 -34%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.24M 10,794 +681 +7%
MHS
21
M Holdings Securities
Oregon
$1.09M 9,505 -949 -9%
CPIG
22
Chicago Partners Investment Group
Illinois
$821K 7,157 +744 +12%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$757K 6,596 +6,596 New
BRWA
24
B. Riley Wealth Advisors
Florida
$724K 6,306 -41 -0.6%
VF
25
Virtu Financial
New York
$666K 5,804 +2,992 +106%
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