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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

82 hedge funds and large institutions have $150M invested in iShares Morningstar Small-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+15
Holders Change %
+22.39%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
19
Increased
33
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Churchill Management
California
$24.3M
2
ONB
2
Old National Bancorp
Indiana
$9.37M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$3.15M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.37M
5
Bank of America
5
Bank of America
North Carolina
$7.86M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.26M
2
CFA
2
Camarda Financial Advisors
Florida
$874K
3
VF
3
Virtu Financial
New York
$0
4
FWM
4
Frontier Wealth Management
Missouri
$909K
5
NFG
5
Next Financial Group
Texas
$70K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.9M 193,607 +9,127 +5%
CM
2
Churchill Management
California
$24.3M 168,427 +168,427 New
Wells Fargo
3
Wells Fargo
California
$11.6M 80,437 +12,569 +19%
ONB
4
Old National Bancorp
Indiana
$9.37M 65,000 +65,000 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.87M 54,588 +730 +1%
Bank of America
6
Bank of America
North Carolina
$7.86M 54,486 +14,941 +38%
LPL Financial
7
LPL Financial
California
$6.37M 44,634 +1,784 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.36M 44,109 -531 -1%
UBS Group
9
UBS Group
Switzerland
$5.44M 37,728 +2,934 +8%
AFP
10
Ausdal Financial Partners
Iowa
$3.36M 23,299 -115 -0.5%
AG
11
Advisor Group
Arizona
$3.17M 21,958 +3,467 +19%
MIAN
12
Mariner Independent Advisor Network
Kansas
$3.15M 21,832 +21,832 New
AI
13
Atria Investments
North Carolina
$3.11M 21,589 +1,388 +7%
Citadel Advisors
14
Citadel Advisors
Florida
$2.37M 16,449 +16,449 New
Ameriprise
15
Ameriprise
Minnesota
$2.17M 15,344 +2,022 +15%
EWMCB
16
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.06M 14,310 +1,923 +16%
CPIG
17
Chicago Partners Investment Group
Illinois
$1.79M 12,416 +471 +4%
AW
18
ACG Wealth
Georgia
$1.76M 12,169 +320 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.56M 10,811 +147 +1%
MHS
20
M Holdings Securities
Oregon
$1.39M 9,616 +230 +2%
Jane Street
21
Jane Street
New York
$1.28M 8,876 +5,172 +140%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.26M 8,758 -29,308 -77%
CMP
23
Courage Miller Partners
Virginia
$1.26M 8,762 -372 -4%
VKH
24
Virtu KCG Holdings
New York
$1.2M 8,337 +8,337 New
FWM
25
Frontier Wealth Management
Missouri
$909K 6,302 -1,014 -14%
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