ISCV icon

iShares Morningstar Small-Cap Value ETF

70 hedge funds and large institutions have $85.4M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.7M 218,635 +21,144 +11%
Wells Fargo
2
Wells Fargo
California
$10.1M 96,995 -9,006 -8%
AAS
3
Avantax Advisory Services
Texas
$8.63M 83,143 +4,641 +6%
MTC
4
Matrix Trust Company
Colorado
$5.02M 48,371 -3,783 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.41M 42,532 -32,970 -44%
Ameriprise
6
Ameriprise
Minnesota
$4.18M 40,306 +5,555 +16%
LPL Financial
7
LPL Financial
California
$2.57M 24,802 -3,798 -13%
Citadel Advisors
8
Citadel Advisors
Florida
$2.5M 24,049 -4,540 -16%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.13M 20,565 -1,026 -5%
CPIG
10
Chicago Partners Investment Group
Illinois
$2.1M 19,668 -4,601 -19%
EWMCB
11
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.02M 19,448 +13,292 +216%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.5M 14,413 -591 -4%
UBS Group
13
UBS Group
Switzerland
$1.48M 14,234 -4,062 -22%
Bank of America
14
Bank of America
North Carolina
$1.36M 13,095 -21,143 -62%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.14M 10,971 +10,971 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.09M 10,516 -1,248 -11%
TRCT
17
Tower Research Capital (TRC)
New York
$852K 8,209 -7,208 -47%
AW
18
ACG Wealth
Georgia
$745K 7,182
PIA
19
Perennial Investment Advisors
California
$734K 7,075 -144 -2%
CMP
20
Courage Miller Partners
Virginia
$727K 7,012 -128 -2%
PSF
21
Pacific Sun Financial
California
$669K 6,450 +195 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$658K 6,346 -7,198 -53%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$640K 6,166 -147 -2%
CWM
24
Connecticut Wealth Management
Connecticut
$510K 4,165 -948 -19%
TC
25
TAP Consulting
Missouri
$493K 4,752 -1,933 -29%