iShares Morningstar Small-Cap Value ETF
ISCV
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.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
0% more funds holding
Funds holding: 84 → 84 (0)
8% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 26
3.24% less ownership
Funds ownership: 44.57% → 41.33% (-3.2%)
20% less capital invested
Capital invested by funds: $208M → $166M (-$42.2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
ISCV Hedge Fund Activity: Q3 2021 in Review
84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q3 2021, worth a combined $166M — down 20% from $208M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ISCV positions and 5 closed out — a net gain of 3 holders — while 24 added to existing stakes and 26 trimmed.
The largest buyer was Matrix Trust Company, adding an estimated $2.93M. The largest seller was Bank of America, cutting an estimated $13.4M.
- 84 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $166M of iShares Morningstar Small-Cap Value ETF stock for Q3 2021, down 20% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q3 2021 and 5 closed out, a net change of +3 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q3 2021 was Matrix Trust Company, an estimated $2.93M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q3 2021 was Bank of America, an estimated $13.4M sold.
Based on aggregated 13F filings for Q3 2021.