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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

70 hedge funds and large institutions have $76.2M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 24 closing their positions.

Holders
70
Holders Change
-22
Holders Change %
-23.91%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
22
Reduced
27
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.45M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.84M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.44M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.32M

Top Sellers

1
CCP
1
Cardan Capital Partners
Colorado
$2.26M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1M
3
UBS Group
3
UBS Group
Switzerland
$1.56M
4
Wells Fargo
4
Wells Fargo
California
$9.05M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$525K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.9M 197,491 +71,619 +57%
Wells Fargo
2
Wells Fargo
California
$9.05M 106,001 -12,331 -10%
AAS
3
Avantax Advisory Services
Texas
$6.71M 78,502 -645 -0.8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.45M 75,502 +26,745 +55%
MTC
5
Matrix Trust Company
Colorado
$4.45M 52,154 -376 -0.7%
Ameriprise
6
Ameriprise
Minnesota
$2.97M 34,751 +476 +1%
Bank of America
7
Bank of America
North Carolina
$2.92M 34,238 +4,624 +16%
LPL Financial
8
LPL Financial
California
$2.44M 28,600 -487 -2%
Citadel Advisors
9
Citadel Advisors
Florida
$2.44M 28,589 +14,745 +107%
CCP
10
Cardan Capital Partners
Colorado
$2.26M 26,440 -114,314 -81%
CPIG
11
Chicago Partners Investment Group
Illinois
$2.23M 24,269 -5,443 -18%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.84M 21,591 +16,708 +342%
UBS Group
13
UBS Group
Switzerland
$1.56M 18,296 -15,147 -45%
TRCT
14
Tower Research Capital (TRC)
New York
$1.32M 15,417 +11,424 +286%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.28M 15,004 -3,111 -17%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1M 11,764 -32,975 -74%
FAAS
17
First Allied Advisory Services
California
$623K 7,301 +703 +11%
PIA
18
Perennial Investment Advisors
California
$616K 7,219 -445 -6%
AW
19
ACG Wealth
Georgia
$613K 7,182 -1,916 -21%
CMP
20
Courage Miller Partners
Virginia
$609K 7,140 -230 -3%
Jane Street
21
Jane Street
New York
$609K 7,138 +3,513 +97%
Osaic Holdings
22
Osaic Holdings
Arizona
$595K 13,544 +13,544 New
TC
23
TAP Consulting
Missouri
$571K 6,685 +55 +0.8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$539K 6,313 +620 +11%
PSF
25
Pacific Sun Financial
California
$534K 6,255 -100 -2%
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