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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

86 hedge funds and large institutions have $131M invested in iShares Morningstar Small-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 3 closing their positions.

Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
20
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$10.4M
2
UBS Group
2
UBS Group
Switzerland
$4.94M
3
DADC
3
D.A. Davidson & Co
Montana
$1.47M
4
BDS
4
Banco de Sabadell
Florida
$1.01M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.5M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$9.75M
2
CIC
2
Cornercap Investment Counsel
Georgia
$1.95M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.84M
4
TRCT
4
Tower Research Capital (TRC)
New York
$559K
5
Ameriprise
5
Ameriprise
Minnesota
$5.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30M +$637K +13,572 +2%
Wells Fargo
2
Wells Fargo
California
$14.9M +$273K +5,808 +2%
Bank of America
3
Bank of America
North Carolina
$10.4M +$6.83M +145,515 +194%
AAS
4
Avantax Advisory Services
Texas
$9.75M -$4.67M -99,507 -32%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.84M -$1.4M -29,847 -17%
MTC
6
Matrix Trust Company
Colorado
$6.76M -$96.1K -2,046 -1%
Ameriprise
7
Ameriprise
Minnesota
$5.11M -$737K -15,696 -13%
UBS Group
8
UBS Group
Switzerland
$4.94M +$3.04M +64,821 +161%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.84M +$608K +12,945 +14%
LPL Financial
10
LPL Financial
California
$3.66M +$379K +8,076 +12%
CPIG
11
Chicago Partners Investment Group
Illinois
$2.96M +$2.85K +57 +0.1%
EWMCB
12
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.81M +$17.8K +378 +0.6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.28M +$110K +2,349 +5%
CIC
14
Cornercap Investment Counsel
Georgia
$1.95M -$2.62M -54,774 -57%
RA
15
Rodgers & Associates
Pennsylvania
$1.94M +$1.94M +41,286 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.74M -$543K -11,559 -24%
Citadel Advisors
17
Citadel Advisors
Florida
$1.5M +$802K +17,073 +115%
DADC
18
D.A. Davidson & Co
Montana
$1.47M +$1.47M +31,278 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.18M -$175K -3,723 -13%
BDS
20
Banco de Sabadell
Florida
$1.01M +$1.01M +21,510 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$985K -$41.4K -882 -4%
PIA
22
Perennial Investment Advisors
California
$935K -$6.06K -129 -0.6%
CMP
23
Courage Miller Partners
Virginia
$931K -$57.2K -1,218 -6%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$820K +$563 +12 +0.1%
AW
25
ACG Wealth
Georgia
$748K -$261K -5,559 -26%
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