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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

87 hedge funds and large institutions have $177M invested in iShares Morningstar Small-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$12.8M
2
VCM
2
Viewpoint Capital Management
Washington
$2.79M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.78M
4
Bank of America
4
Bank of America
North Carolina
$15M
5
SFS
5
Sowell Financial Services
Arkansas
$2.37M

Top Sellers

1
CIC
1
Cornercap Investment Counsel
Georgia
$0
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$589K
4
LPL Financial
4
LPL Financial
California
$5.41M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$239K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.3M 561,030 +3,642 +0.7%
Wells Fargo
2
Wells Fargo
California
$23.1M 388,380 -2,269 -0.6%
Bank of America
3
Bank of America
North Carolina
$15M 251,601 +9,897 +4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.8M 215,355 +70,117 +48%
AAS
5
Avantax Advisory Services
Texas
$12.3M 206,108 -1,072 -0.5%
MTC
6
Matrix Trust Company
Colorado
$11.3M 190,111 +1,011 +0.5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.6M 127,849 +4,090 +3%
Ameriprise
8
Ameriprise
Minnesota
$6.69M 112,482 +1,223 +1%
UBS Group
9
UBS Group
Switzerland
$5.47M 91,990 +782 +0.9%
LPL Financial
10
LPL Financial
California
$5.41M 90,948 -4,732 -5%
EWMCB
11
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.59M 60,345 +970 +2%
CPIG
12
Chicago Partners Investment Group
Illinois
$3.1M 53,951 +76 +0.1%
VCM
13
Viewpoint Capital Management
Washington
$2.79M 46,938 +46,938 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.7M 45,438 -295 -0.6%
SFS
15
Sowell Financial Services
Arkansas
$2.37M 39,903 +6,118 +18%
DC
16
Davenport & Co
Virginia
$2.18M 36,752 -894 -2%
RA
17
Rodgers & Associates
Pennsylvania
$2.06M 34,672 -26 -0.1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.78M 29,935 +27,751 +1,271%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.42M 23,826 +308 +1%
KAS
20
Kestra Advisory Services
Texas
$1.38M 23,207 +2,529 +12%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.22M 20,531 -404 -2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.21M 20,297 +211 +1%
DADC
23
D.A. Davidson & Co
Montana
$1.14M 19,118 -2,355 -11%
PIA
24
Perennial Investment Advisors
California
$1.06M 17,847 -776 -4%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.03M 17,342 -21 -0.1%
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