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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

84 hedge funds and large institutions have $166M invested in iShares Morningstar Small-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
24
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MTC
1
Matrix Trust Company
Colorado
$10.8M
2
PSF
2
Pacific Sun Financial
California
$825K
3
SFS
3
Sowell Financial Services
Arkansas
$1.92M
4
Ameriprise
4
Ameriprise
Minnesota
$6.33M
5
TRCT
5
Tower Research Capital (TRC)
New York
$546K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$13.7M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.26M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.04M
5
LPL Financial
5
LPL Financial
California
$5.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.7M 557,388 +4,091 +0.7%
Wells Fargo
2
Wells Fargo
California
$22.2M 390,649 +4,086 +1%
Bank of America
3
Bank of America
North Carolina
$13.7M 241,704 -235,190 -49%
AAS
4
Avantax Advisory Services
Texas
$11.8M 207,180 +784 +0.4%
MTC
5
Matrix Trust Company
Colorado
$10.8M 189,100 +51,290 +37%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.26M 145,238 -141,058 -49%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.04M 123,759 -127,361 -51%
Ameriprise
8
Ameriprise
Minnesota
$6.33M 111,259 +9,767 +10%
LPL Financial
9
LPL Financial
California
$5.44M 95,680 -29,761 -24%
UBS Group
10
UBS Group
Switzerland
$5.19M 91,208 +100 +0.1%
CIC
11
Cornercap Investment Counsel
Georgia
$4.84M 85,119 -9,417 -10%
EWMCB
12
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.38M 59,375 +907 +2%
CPIG
13
Chicago Partners Investment Group
Illinois
$3.34M 53,875 +62 +0.1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.6M 45,733 -648 -1%
DC
15
Davenport & Co
Virginia
$2.14M 37,646 +4,172 +12%
RA
16
Rodgers & Associates
Pennsylvania
$1.97M 34,698 -587 -2%
SFS
17
Sowell Financial Services
Arkansas
$1.92M 33,785 +13,159 +64%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.34M 23,518 -240 -1%
Citadel Advisors
19
Citadel Advisors
Florida
$1.23M 21,578 -19,150 -47%
DADC
20
D.A. Davidson & Co
Montana
$1.22M 21,473 +100 +0.5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.19M 20,935 -595 -3%
KAS
22
Kestra Advisory Services
Texas
$1.18M 20,678 +919 +5%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.14M 20,086 -275 -1%
PIA
24
Perennial Investment Advisors
California
$1.06M 18,623 -1,602 -8%
CMP
25
Courage Miller Partners
Virginia
$995K 17,498 -1,365 -7%
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