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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

85 hedge funds and large institutions have $122M invested in iShares Morningstar Small-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
26
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.08M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.28M
4
TC
4
TAP Consulting
Missouri
$943K
5
FSC
5
Full Sail Capital
Oklahoma
$431K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$464K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$594K
3
EWM
3
Executive Wealth Management
Michigan
$60K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.8M
5
UBS Group
5
UBS Group
Switzerland
$4.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.2M 154,014 +13,097 +9%
CCP
2
Cardan Capital Partners
Colorado
$18M 130,514 +2,905 +2%
Wells Fargo
3
Wells Fargo
California
$13.4M 97,108 -1,784 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.57M 47,648 -395 -0.8%
Bank of America
5
Bank of America
North Carolina
$6.08M 44,087 +16,001 +57%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.8M 42,037 -4,585 -10%
LPL Financial
7
LPL Financial
California
$5.05M 36,625 -516 -1%
Ameriprise
8
Ameriprise
Minnesota
$4.64M 33,670 +492 +1%
Citadel Advisors
9
Citadel Advisors
Florida
$4.28M 31,021 +8,406 +37%
UBS Group
10
UBS Group
Switzerland
$4.11M 29,819 -3,211 -10%
CPIG
11
Chicago Partners Investment Group
Illinois
$4.09M 28,652 -944 -3%
AG
12
Advisor Group
Arizona
$2.8M 20,290 +132 +0.7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.5M 18,105 +258 +1%
EWMCB
14
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.16M 15,691 +608 +4%
AW
15
ACG Wealth
Georgia
$1.36M 9,849 -26 -0.3%
MHS
16
M Holdings Securities
Oregon
$1.17M 8,497 +568 +7%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.09M 7,924 +2,448 +45%
CMP
18
Courage Miller Partners
Virginia
$1.07M 7,728 -91 -1%
AAS
19
Avantax Advisory Services
Texas
$1.04M 7,564 +1,792 +31%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$973K 7,057 +1,450 +26%
TC
21
TAP Consulting
Missouri
$943K 6,840 +6,840 New
SB
22
Suntrust Banks
Georgia
$784K 5,684 – –
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$768K 5,573 +1,923 +53%
FAAS
24
First Allied Advisory Services
California
$692K 4,978 +64 +1%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$641K 4,652 +537 +13%
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