iShares Morningstar Small-Cap Value ETF
ISCV
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.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
136% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 14
44% more capital invested
Capital invested by funds: $104M → $150M (+$45.8M)
22% more funds holding
Funds holding: 67 → 82 (+15)
20.33% more ownership
Funds ownership: 73.05% → 93.38% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
+$24.4M |
| 2 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$9.43M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$3.17M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.39M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.25M |
| 2 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$888K |
| 3 |
VF
Virtu Financial
New York
|
-$224K |
| 4 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$147K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$146K |
ISCV Hedge Fund Activity: Q1 2017 in Review
82 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q1 2017, worth a combined $150M — up 44% from $104M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ISCV positions and 3 closed out — a net gain of 16 holders — while 33 added to existing stakes and 14 trimmed.
The largest buyer was Churchill Management, opening a new position worth an estimated $24.4M. The largest seller was Susquehanna International Group, cutting an estimated $4.25M.
- 82 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q1 2017, up from 67 in Q4 2016.
- Funds reported $150M of iShares Morningstar Small-Cap Value ETF stock for Q1 2017, up 44% quarter-over-quarter.
- 19 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q1 2017 and 3 closed out, a net change of +16 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q1 2017 was Churchill Management, an estimated $24.4M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q1 2017 was Susquehanna International Group, an estimated $4.25M sold.
Based on aggregated 13F filings for Q1 2017.