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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

92 hedge funds and large institutions have $141M invested in iShares Morningstar Small-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 5 closing their positions.

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
26
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$11.4M
2
PIA
2
Perennial Investment Advisors
California
$1.1M
3
Wells Fargo
3
Wells Fargo
California
$17M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$701K
5
Jane Street
5
Jane Street
New York
$521K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.1M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$201K
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.99M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$729K
5
Ameriprise
5
Ameriprise
Minnesota
$4.92M
Name Market Value Shares Shares
Change 		Shares
Change %
CCP
1
Cardan Capital Partners
Colorado
$20.2M 140,754 +2,717 +2%
Morgan Stanley
2
Morgan Stanley
New York
$18.1M 125,872 -9,451 -7%
Wells Fargo
3
Wells Fargo
California
$17M 118,332 +6,958 +6%
AAS
4
Avantax Advisory Services
Texas
$11.4M 79,147 +72,198 +1,039%
MTC
5
Matrix Trust Company
Colorado
$7.54M 52,530 +612 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7M 48,757 +1,647 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.43M 44,739 -1,175 -3%
Ameriprise
8
Ameriprise
Minnesota
$4.92M 34,275 -2,048 -6%
UBS Group
9
UBS Group
Switzerland
$4.8M 33,443 +540 +2%
CPIG
10
Chicago Partners Investment Group
Illinois
$4.31M 29,712 +135 +0.5%
Bank of America
11
Bank of America
North Carolina
$4.25M 29,614 -1,146 -4%
LPL Financial
12
LPL Financial
California
$4.18M 29,087 +1,133 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.6M 18,115 +2,836 +19%
EWMCB
14
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.42M 16,835 -2 -0%
Citadel Advisors
15
Citadel Advisors
Florida
$1.99M 13,844 -5,699 -29%
CWM
16
Connecticut Wealth Management
Connecticut
$1.84M 12,825 -85 -0.7%
AW
17
ACG Wealth
Georgia
$1.31M 9,098 – –
PIA
18
Perennial Investment Advisors
California
$1.1M 7,664 +7,664 New
CMP
19
Courage Miller Partners
Virginia
$1.06M 7,370 -15 -0.2%
TC
20
TAP Consulting
Missouri
$952K 6,630 +84 +1%
FAAS
21
First Allied Advisory Services
California
$948K 6,598 +1,202 +22%
PSF
22
Pacific Sun Financial
California
$913K 6,355 -400 -6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$818K 5,693 -34 -0.6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$729K 5,074 -2,127 -30%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$701K 4,883 +4,883 New
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