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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

81 hedge funds and large institutions have $115M invested in iShares Morningstar Small-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
30
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.2M
2
Jane Street
2
Jane Street
New York
$2.04M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$787K
4
Ameriprise
4
Ameriprise
Minnesota
$2.74M
5
Goldman Sachs
5
Goldman Sachs
New York
$531K

Top Sellers

1
CM
1
Churchill Management
California
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
Wells Fargo
3
Wells Fargo
California
$8.53M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CPIG
5
Chicago Partners Investment Group
Illinois
$61K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.6M 188,568 -5,039 -3%
ONB
2
Old National Bancorp
Indiana
$9.16M 65,000 – –
Wells Fargo
3
Wells Fargo
California
$8.53M 60,523 -19,914 -25%
Bank of America
4
Bank of America
North Carolina
$7.76M 55,047 +561 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.67M 54,449 -139 -0.3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.19M 43,943 -166 -0.4%
LPL Financial
7
LPL Financial
California
$5.97M 42,339 -2,295 -5%
UBS Group
8
UBS Group
Switzerland
$5.37M 38,113 +385 +1%
AFP
9
Ausdal Financial Partners
Iowa
$3.36M 23,834 +535 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.2M 22,715 +13,957 +159%
AG
11
Advisor Group
Arizona
$3.02M 21,421 -537 -2%
Ameriprise
12
Ameriprise
Minnesota
$2.74M 19,446 +4,102 +27%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.05M 14,553 +243 +2%
Jane Street
14
Jane Street
New York
$2.04M 14,491 +5,615 +63%
AI
15
Atria Investments
North Carolina
$1.85M 13,099 -8,490 -39%
AW
16
ACG Wealth
Georgia
$1.61M 11,394 -775 -6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.54M 10,954 +143 +1%
MHS
18
M Holdings Securities
Oregon
$1.32M 9,377 -239 -2%
CMP
19
Courage Miller Partners
Virginia
$1.24M 8,776 +14 +0.2%
MML Investors Services
20
MML Investors Services
Massachusetts
$787K 5,581 +5,581 New
FWM
21
Frontier Wealth Management
Missouri
$767K 5,444 -858 -14%
ECM
22
ETrade Capital Management
Virginia
$617K 4,376 +6 +0.1%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$612K 4,344 +250 +6%
NL
24
NWAM LLC
Washington
$596K 4,232 +420 +11%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$582K 4,128 +642 +18%
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