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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

87 hedge funds and large institutions have $115M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
21
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.57M
2
Wells Fargo
2
Wells Fargo
California
$12.8M
3
Ameriprise
3
Ameriprise
Minnesota
$7.77M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.05M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.99M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$4.78M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
JIP
4
Jaffetilchin Investment Partners
Florida
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$132K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.3M 199,039 +1,858 +0.9%
Wells Fargo
2
Wells Fargo
California
$12.8M 83,782 +4,538 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.99M 52,396 +2,447 +5%
Ameriprise
4
Ameriprise
Minnesota
$7.77M 50,952 +3,920 +8%
LPL Financial
5
LPL Financial
California
$6.44M 42,211 -247 -0.6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.36M 41,733 +49 +0.1%
Bank of America
7
Bank of America
North Carolina
$4.78M 31,359 -19,940 -39%
UBS Group
8
UBS Group
Switzerland
$3.49M 22,888 +226 +1%
AFP
9
Ausdal Financial Partners
Iowa
$3.47M 22,784 -30 -0.1%
AG
10
Advisor Group
Arizona
$3.35M 21,989 -451 -2%
AI
11
Atria Investments
North Carolina
$2.62M 17,188 +72 +0.4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.57M 16,896 +10,995 +186%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.15M 14,084 +253 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.1M 13,800 +320 +2%
CPIG
15
Chicago Partners Investment Group
Illinois
$1.77M 11,601 -480 -4%
AW
16
ACG Wealth
Georgia
$1.53M 10,040 -305 -3%
MHS
17
M Holdings Securities
Oregon
$1.21M 7,937 -686 -8%
CMP
18
Courage Miller Partners
Virginia
$1.2M 7,850 -13 -0.2%
TRCT
19
Tower Research Capital (TRC)
New York
$1.05M 6,868 +2,532 +58%
PSF
20
Pacific Sun Financial
California
$952K 6,090 +100 +2%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$933K 6,121 +567 +10%
FAAS
22
First Allied Advisory Services
California
$718K 4,723 -710 -13%
NL
23
NWAM LLC
Washington
$636K 4,173 -698 -14%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$600K 3,933 – –
FWM
25
Frontier Wealth Management
Missouri
$580K 3,804 -333 -8%
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