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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

67 hedge funds and large institutions have $104M invested in iShares Morningstar Small-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.3M
2
UBS Group
2
UBS Group
Switzerland
$4.97M
3
AI
3
Atria Investments
North Carolina
$2.89M
4
Ameriprise
4
Ameriprise
Minnesota
$1.9M
5
Jane Street
5
Jane Street
New York
$529K

Top Sellers

1
ONB
1
Old National Bancorp
Indiana
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.44M
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
CMP
4
Courage Miller Partners
Virginia
$1.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.3M 184,480 +13,485 +8%
Wells Fargo
2
Wells Fargo
California
$9.69M 67,868 +3,105 +5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.69M 53,858 -1,437 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.38M 44,640 -171 -0.4%
LPL Financial
5
LPL Financial
California
$6.18M 42,850 -2,072 -5%
Bank of America
6
Bank of America
North Carolina
$5.65M 39,545 +964 +2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$5.44M 38,066 -11,024 -22%
UBS Group
8
UBS Group
Switzerland
$4.97M 34,794 +9,653 +38%
AFP
9
Ausdal Financial Partners
Iowa
$3.34M 23,414 +300 +1%
AI
10
Atria Investments
North Carolina
$2.89M 20,201 +8,557 +73%
AG
11
Advisor Group
Arizona
$2.64M 18,491 +709 +4%
Ameriprise
12
Ameriprise
Minnesota
$1.9M 13,322 +4,049 +44%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.77M 12,387 -371 -3%
CFA
14
Camarda Financial Advisors
Florida
$1.74M 12,185 -1,815 -13%
CPIG
15
Chicago Partners Investment Group
Illinois
$1.71M 11,945 +123 +1%
AW
16
ACG Wealth
Georgia
$1.69M 11,849 – –
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.52M 10,664 +8 +0.1%
MHS
18
M Holdings Securities
Oregon
$1.34M 9,386 +119 +1%
CMP
19
Courage Miller Partners
Virginia
$1.3M 9,134 -3,434 -27%
MFS
20
MSI Financial Services
Massachusetts
$1.21M 8,462 +767 +10%
FWM
21
Frontier Wealth Management
Missouri
$1.05M 7,316 -1,087 -13%
ECM
22
ETrade Capital Management
Virginia
$629K 4,404 -167 -4%
FIM
23
Freedom Investment Management
Connecticut
$543K 3,804 +19 +0.5%
Jane Street
24
Jane Street
New York
$529K 3,704 +3,704 New
NL
25
NWAM LLC
Washington
$526K 3,683 +993 +37%
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