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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

87 hedge funds and large institutions have $107M invested in iShares Morningstar Small-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 13 closing their positions.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
22
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$15.7M
2
TRCT
2
Tower Research Capital (TRC)
New York
$2.81M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$3.93M
4
Wells Fargo
4
Wells Fargo
California
$12.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
AFP
2
Ausdal Financial Partners
Iowa
$0
3
AI
3
Atria Investments
North Carolina
$0
4
LPL Financial
4
LPL Financial
California
$4.58M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.4M 140,917 -44,950 -24%
CCP
2
Cardan Capital Partners
Colorado
$15.7M 127,609 +127,609 New
Wells Fargo
3
Wells Fargo
California
$12.2M 98,892 +11,047 +13%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.92M 48,043 -2,646 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.74M 46,622 +4,972 +12%
LPL Financial
6
LPL Financial
California
$4.58M 37,141 -5,499 -13%
Ameriprise
7
Ameriprise
Minnesota
$4.09M 33,178 -2,439 -7%
UBS Group
8
UBS Group
Switzerland
$4.07M 33,030 +7,900 +31%
CPIG
9
Chicago Partners Investment Group
Illinois
$3.93M 29,596 +17,890 +153%
Bank of America
10
Bank of America
North Carolina
$3.46M 28,086 -1,076 -4%
TRCT
11
Tower Research Capital (TRC)
New York
$2.81M 22,787 +22,512 +8,186%
Citadel Advisors
12
Citadel Advisors
Florida
$2.79M 22,615 -4,574 -17%
AG
13
Advisor Group
Arizona
$2.48M 20,158 -1,918 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.2M 17,847 +2,876 +19%
EWMCB
15
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$1.86M 15,083 +893 +6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.48M 12,032 +10,592 +736%
AW
17
ACG Wealth
Georgia
$1.22M 9,875 -165 -2%
MHS
18
M Holdings Securities
Oregon
$977K 7,929 – –
CMP
19
Courage Miller Partners
Virginia
$963K 7,819 – –
Jane Street
20
Jane Street
New York
$832K 6,752 +3,844 +132%
AAS
21
Avantax Advisory Services
Texas
$710K 5,772 +5,772 New
SB
22
Suntrust Banks
Georgia
$700K 5,684 +5,684 New
CIBC World Market
23
CIBC World Market
Ontario, Canada
$691K 5,607 -127 -2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$674K 5,476 -866 -14%
EWM
25
Executive Wealth Management
Michigan
$663K 5,385 +5,385 New
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