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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

89 hedge funds and large institutions have $159M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
22
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIC
1
Cornercap Investment Counsel
Georgia
$4.28M
2
OMC
2
Old Mission Capital
Illinois
$3.07M
3
S
3
Surevest
California
$1.59M
4
MHS
4
M Holdings Securities
Oregon
$1.24M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.71M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$3.79M
2
Bank of America
2
Bank of America
North Carolina
$6.53M
3
Ameriprise
3
Ameriprise
Minnesota
$1.5M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
DC
5
Davenport & Co
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.2M 547,671 -13,359 -2%
Wells Fargo
2
Wells Fargo
California
$21.4M 364,612 -23,768 -6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13M 220,798 +5,443 +3%
MTC
4
Matrix Trust Company
Colorado
$11M 186,577 -3,534 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.83M 133,270 +5,421 +4%
Bank of America
6
Bank of America
North Carolina
$6.53M 111,034 -140,567 -56%
UBS Group
7
UBS Group
Switzerland
$5.89M 100,136 +8,146 +9%
LPL Financial
8
LPL Financial
California
$5.2M 88,480 -2,468 -3%
CIC
9
Cornercap Investment Counsel
Georgia
$4.28M 72,818 +72,818 New
AAS
10
Avantax Advisory Services
Texas
$3.79M 64,482 -141,626 -69%
EWMCB
11
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.45M 58,638 -1,707 -3%
OMC
12
Old Mission Capital
Illinois
$3.07M 52,307 +52,307 New
CPIG
13
Chicago Partners Investment Group
Illinois
$2.9M 53,991 +40 +0.1%
VCM
14
Viewpoint Capital Management
Washington
$2.76M 46,938 – –
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.71M 46,165 +16,230 +54%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.48M 42,127 -3,311 -7%
RA
17
Rodgers & Associates
Pennsylvania
$2M 33,992 -680 -2%
S
18
Surevest
California
$1.59M 27,016 +25,691 +1,939%
Ameriprise
19
Ameriprise
Minnesota
$1.5M 25,438 -87,044 -77%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.41M 23,963 +137 +0.6%
KAS
21
Kestra Advisory Services
Texas
$1.38M 23,464 +257 +1%
MHS
22
M Holdings Securities
Oregon
$1.24M 21,157 +21,157 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.18M 20,148 -383 -2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.18M 20,132 -165 -0.8%
DADC
25
D.A. Davidson & Co
Montana
$1.12M 19,118 – –
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