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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

84 hedge funds and large institutions have $177M invested in iShares Morningstar Small-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
22
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15.2M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$5.69M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$12.1M
4
Bank of America
4
Bank of America
North Carolina
$15.9M
5
CIC
5
Cornercap Investment Counsel
Georgia
$5.29M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$200K
2
Citadel Advisors
2
Citadel Advisors
Florida
$544K
3
Morgan Stanley
3
Morgan Stanley
New York
$34.7M
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
F
5
F3Logic
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.7M 205,704 -7,044 -3%
Wells Fargo
2
Wells Fargo
California
$19.8M 117,131 +11,033 +10%
Bank of America
3
Bank of America
North Carolina
$15.9M 94,500 +21,019 +29%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.2M 89,798 +55,477 +162%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.1M 71,970 +23,380 +48%
AAS
6
Avantax Advisory Services
Texas
$11.9M 70,760 +1,561 +2%
MTC
7
Matrix Trust Company
Colorado
$7.98M 47,284 -723 -2%
Ameriprise
8
Ameriprise
Minnesota
$6.83M 40,439 +4,196 +12%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$5.69M 33,722 +33,722 New
CIC
10
Cornercap Investment Counsel
Georgia
$5.29M 31,328 +17,756 +131%
LPL Financial
11
LPL Financial
California
$4.65M 27,536 +1,554 +6%
EWMCB
12
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.3M 19,559 -407 -2%
CPIG
13
Chicago Partners Investment Group
Illinois
$3.21M 55,047 +35,332 +179%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3M 17,759 +1,562 +10%
RA
15
Rodgers & Associates
Pennsylvania
$2.07M 12,257 -1,505 -11%
DADC
16
D.A. Davidson & Co
Montana
$1.57M 9,310 -1,116 -11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.41M 8,332 -53 -0.6%
MHS
18
M Holdings Securities
Oregon
$1.22M 7,250 +7,250 New
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.22M 7,199 +6,999 +3,500%
BDS
20
Banco de Sabadell
Florida
$1.2M 7,170 – –
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.17M 6,950 -41 -0.6%
PIA
22
Perennial Investment Advisors
California
$1.13M 6,664 +30 +0.5%
CMP
23
Courage Miller Partners
Virginia
$1.08M 6,420 -186 -3%
Stifel Financial
24
Stifel Financial
Missouri
$1.06M 6,276 +6,276 New
KAS
25
Kestra Advisory Services
Texas
$1.06M 6,252 +4,601 +279%
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