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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

79 hedge funds and large institutions have $121M invested in iShares Morningstar Small-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
28
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$5.69M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.07M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.21M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$1.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$27.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$3.39M
2
Jane Street
2
Jane Street
New York
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$203K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.47M
5
Bank of America
5
Bank of America
North Carolina
$7.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.9M 190,374 +1,806 +1%
ONB
2
Old National Bancorp
Indiana
$9.53M 65,000 – –
Wells Fargo
3
Wells Fargo
California
$9.07M 61,881 +1,358 +2%
Bank of America
4
Bank of America
North Carolina
$7.67M 52,312 -2,735 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.47M 50,970 -3,479 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.38M 43,510 -433 -1%
LPL Financial
7
LPL Financial
California
$6.22M 42,416 +77 +0.2%
Ameriprise
8
Ameriprise
Minnesota
$5.69M 38,825 +19,379 +100%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$5.07M 34,551 +11,836 +52%
AFP
10
Ausdal Financial Partners
Iowa
$3.51M 23,964 +130 +0.5%
UBS Group
11
UBS Group
Switzerland
$3.39M 23,109 -15,004 -39%
AG
12
Advisor Group
Arizona
$3.29M 22,434 +1,013 +5%
AI
13
Atria Investments
North Carolina
$2.11M 14,368 +1,269 +10%
EWMCB
14
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.99M 13,591 -962 -7%
CPIG
15
Chicago Partners Investment Group
Illinois
$1.83M 1,247 +820 +192%
AW
16
ACG Wealth
Georgia
$1.53M 10,434 -960 -8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.47M 9,993 -961 -9%
MHS
18
M Holdings Securities
Oregon
$1.33M 9,042 -335 -4%
CMP
19
Courage Miller Partners
Virginia
$1.28M 8,737 -39 -0.4%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.21M 8,339 +8,339 New
FWM
21
Frontier Wealth Management
Missouri
$738K 5,030 -414 -8%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$668K 4,554 +210 +5%
ECM
23
ETrade Capital Management
Virginia
$664K 4,526 +150 +3%
NL
24
NWAM LLC
Washington
$657K 4,484 +252 +6%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$626K 4,270 +142 +3%
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