ISCV icon

iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

86 hedge funds and large institutions have $124M invested in iShares Morningstar Small-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
26
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Connecticut Wealth Management
Connecticut
$2.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.56M
3
CCP
3
Cardan Capital Partners
Colorado
$18.9M
4
Wells Fargo
4
Wells Fargo
California
$13.8M
5
TRCT
5
Tower Research Capital (TRC)
New York
$965K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.69M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.98M
3
Bank of America
3
Bank of America
North Carolina
$4.54M
4
MHS
4
M Holdings Securities
Oregon
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$20.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.1M 440,547 -21,495 -5%
CCP
2
Cardan Capital Partners
Colorado
$18.9M 412,692 +21,150 +5%
Wells Fargo
3
Wells Fargo
California
$13.8M 302,610 +11,286 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.56M 165,537 +39,426 +31%
MTC
5
Matrix Trust Company
Colorado
$7.1M 155,493 +155,493 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.5M 142,203 -741 -0.5%
Ameriprise
7
Ameriprise
Minnesota
$4.92M 107,712 +6,702 +7%
Bank of America
8
Bank of America
North Carolina
$4.54M 99,267 -32,994 -25%
UBS Group
9
UBS Group
Switzerland
$4.36M 95,526 +6,069 +7%
CPIG
10
Chicago Partners Investment Group
Illinois
$3.79M 84,414 -1,542 -2%
LPL Financial
11
LPL Financial
California
$2.69M 58,848 -51,027 -46%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.35M 51,501 -2,814 -5%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.23M 48,792 +1,719 +4%
CWM
14
Connecticut Wealth Management
Connecticut
$2.2M 48,135 +48,135 New
AG
15
Advisor Group
Arizona
$2.03M 44,424 -16,446 -27%
Citadel Advisors
16
Citadel Advisors
Florida
$1.98M 43,299 -49,764 -53%
AW
17
ACG Wealth
Georgia
$1.32M 28,887 -660 -2%
CMP
18
Courage Miller Partners
Virginia
$1.04M 22,752 -432 -2%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$987K 21,606 +435 +2%
TRCT
20
Tower Research Capital (TRC)
New York
$965K 21,126 +11,028 +109%
AAS
21
Avantax Advisory Services
Texas
$946K 20,700 -1,992 -9%
Jane Street
22
Jane Street
New York
$941K 20,592 +9,300 +82%
PSF
23
Pacific Sun Financial
California
$929K 20,325 +20,325 New
FAAS
24
First Allied Advisory Services
California
$738K 16,155 +1,221 +8%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$663K 14,511 -2,208 -13%
1
2 3 4