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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

86 hedge funds and large institutions have $132M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
20
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.18M
2
Wells Fargo
2
Wells Fargo
California
$13.5M
3
F
3
F3Logic
Minnesota
$474K
4
Jane Street
4
Jane Street
New York
$447K
5
PAG
5
Private Advisor Group
New Jersey
$414K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$22.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$975K
4
TRCT
4
Tower Research Capital (TRC)
New York
$42K
5
Bank of America
5
Bank of America
North Carolina
$4.48M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.6M 185,867 -13,172 -7%
Ameriprise
2
Ameriprise
Minnesota
$22.4M 35,617 -15,335 -30%
Wells Fargo
3
Wells Fargo
California
$13.5M 87,845 +4,063 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.79M 50,689 -1,707 -3%
LPL Financial
5
LPL Financial
California
$6.56M 42,640 +429 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.4M 41,650 -83 -0.2%
Bank of America
7
Bank of America
North Carolina
$4.48M 29,162 -2,197 -7%
Citadel Advisors
8
Citadel Advisors
Florida
$4.18M 27,189 +27,189 New
UBS Group
9
UBS Group
Switzerland
$3.86M 25,130 +2,242 +10%
AFP
10
Ausdal Financial Partners
Iowa
$3.48M 22,614 -170 -0.7%
AG
11
Advisor Group
Arizona
$3.4M 22,076 +87 +0.4%
AI
12
Atria Investments
North Carolina
$2.69M 17,516 +328 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.3M 14,971 +1,171 +8%
EWMCB
14
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.18M 14,190 +106 +0.8%
CPIG
15
Chicago Partners Investment Group
Illinois
$1.6M 11,706 +105 +0.9%
AW
16
ACG Wealth
Georgia
$1.54M 10,040 – –
MHS
17
M Holdings Securities
Oregon
$1.22M 7,929 -8 -0.1%
CMP
18
Courage Miller Partners
Virginia
$1.2M 7,819 -31 -0.4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$975K 6,342 -10,554 -62%
FAAS
20
First Allied Advisory Services
California
$935K 6,057 +1,334 +28%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$882K 5,734 -387 -6%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$641K 4,170 +237 +6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$604K 3,930 +614 +19%
NL
24
NWAM LLC
Washington
$603K 3,919 -254 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$547K 3,561 +2,046 +135%
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