iShares Morningstar Small-Cap Value ETF
ISCV
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.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
2% more funds holding
Funds holding: 87 → 89 (+2)
1.87% less ownership
Funds ownership: 41.94% → 40.07% (-1.9%)
10% less capital invested
Capital invested by funds: $177M → $159M (-$18.1M)
24% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$4.23M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.04M |
| 3 |
S
Surevest
Los Angeles,
California
|
+$1.49M |
| 4 |
JCIA
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
+$1.08M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$944K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$8.23M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.17M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.06M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.37M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
-$2.18M |
ISCV Hedge Fund Activity: Q1 2022 in Review
89 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q1 2022, worth a combined $159M — down 10% from $177M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ISCV positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 29 trimmed.
The largest buyer was Cornercap Investment Counsel, opening a new position worth an estimated $4.23M. The largest seller was Avantax Advisory Services, cutting an estimated $8.23M.
- 89 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q1 2022, up from 87 in Q4 2021.
- Funds reported $159M of iShares Morningstar Small-Cap Value ETF stock for Q1 2022, down 10% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q1 2022 and 6 closed out, a net change of +3 holders.
- The largest iShares Morningstar Small-Cap Value ETF buyer in Q1 2022 was Cornercap Investment Counsel, an estimated $4.23M added.
- The largest iShares Morningstar Small-Cap Value ETF seller in Q1 2022 was Avantax Advisory Services, an estimated $8.23M sold.
Based on aggregated 13F filings for Q1 2022.