iShares Morningstar Small-Cap Value ETF
ISCV
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.
12% more capital invested
Capital invested by funds: $76.2M → $85.4M (+$9.18M)
0% more funds holding
Funds holding: 70 → 70 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0.91% less ownership
Funds ownership: 101.81% → 100.91% (-0.91%)
65% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.07M |
| 2 |
EWMCB
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
+$1.3M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.08M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$545K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$464K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.23M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$2.26M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.07M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$883K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$707K |
ISCV Hedge Fund Activity: Q2 2020 in Review
70 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q2 2020, worth a combined $85.4M — up 12% from $76.2M a quarter earlier.
Fund positioning in ISCV was balanced in Q2 2020: 8 funds opened new positions, 8 closed out, 11 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.07M. The largest seller was Royal Bank of Canada, cutting an estimated $3.23M.
- 70 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $85.4M of iShares Morningstar Small-Cap Value ETF stock for Q2 2020, up 12% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q2 2020 and 8 closed out, a net change of 0 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q2 2020 was Morgan Stanley, an estimated $2.07M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q2 2020 was Royal Bank of Canada, an estimated $3.23M sold.
Based on aggregated 13F filings for Q2 2020.