iShares Morningstar Small-Cap Value ETF
ISCV
90 hedge funds and large institutions have $118M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
12.08% more ownership
Funds ownership: 65.11% → 77.18% (+12%)
7% more funds holding
Funds holding: 84 → 90 (+6)
3% more capital invested
Capital invested by funds: $114M → $118M (+$3.88M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.03M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.15M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.01M |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$1.04M |
| 5 |
PSF
Pacific Sun Financial
Los Angeles,
California
|
+$891K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$996K |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$509K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$307K |
| 4 |
OAM
Oppenheimer Asset Management
New York
|
-$306K |
| 5 |
ECM
ETrade Capital Management
Arlington,
Virginia
|
-$149K |
ISCV Hedge Fund Activity: Q1 2018 in Review
90 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q1 2018, worth a combined $118M — up 3.4% from $114M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ISCV positions and 8 closed out — a net gain of 6 holders — while 28 added to existing stakes and 23 trimmed.
The largest buyer was Jane Street, adding an estimated $5.03M. The largest seller was Susquehanna International Group, cutting an estimated $996K.
- 90 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q1 2018, up from 84 in Q4 2017.
- Funds reported $118M of iShares Morningstar Small-Cap Value ETF stock for Q1 2018, up 3.4% quarter-over-quarter.
- 14 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q1 2018 and 8 closed out, a net change of +6 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q1 2018 was Jane Street, an estimated $5.03M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q1 2018 was Susquehanna International Group, an estimated $996K sold.
Based on aggregated 13F filings for Q1 2018.