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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

94 hedge funds and large institutions have $134M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
94
Holders Change
+5
Holders Change %
+5.62%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
24
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$22.5M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.18M
3
HCA
3
Hyperion Capital Advisors
New York
$1.38M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.26M
5
OAM
5
Oak Asset Management
California
$840K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.79M
2
CIC
2
Cornercap Investment Counsel
Georgia
$0
3
OMC
3
Old Mission Capital
Illinois
$364K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.56M
5
Bank of America
5
Bank of America
North Carolina
$4.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$27.2M 541,224 -6,447 -1%
Wells Fargo
2
Wells Fargo
California
$22.5M 446,831 +82,219 +23%
MTC
3
Matrix Trust Company
Colorado
$9.23M 183,470 -3,107 -2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.79M 134,932 -85,866 -39%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.56M 110,495 -22,775 -17%
UBS Group
6
UBS Group
Switzerland
$5.2M 103,303 +3,167 +3%
Bank of America
7
Bank of America
North Carolina
$4.7M 93,467 -17,567 -16%
LPL Financial
8
LPL Financial
California
$4.48M 89,082 +602 +0.7%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$3.26M 64,753 +18,588 +40%
AAS
10
Avantax Advisory Services
Texas
$3.18M 63,189 -1,293 -2%
EWMCB
11
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.06M 60,721 +2,083 +4%
CPIG
12
Chicago Partners Investment Group
Illinois
$2.99M 54,038 +47 +0.1%
VCM
13
Viewpoint Capital Management
Washington
$2.36M 46,938 – –
Goldman Sachs
14
Goldman Sachs
New York
$2.18M 43,420 +43,420 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.08M 41,366 -761 -2%
Ameriprise
16
Ameriprise
Minnesota
$1.83M 36,296 +10,858 +43%
RA
17
Rodgers & Associates
Pennsylvania
$1.65M 32,837 -1,155 -3%
S
18
Surevest
California
$1.4M 27,744 +728 +3%
HCA
19
Hyperion Capital Advisors
New York
$1.38M 27,400 +27,400 New
KAS
20
Kestra Advisory Services
Texas
$1.21M 24,069 +605 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.2M 23,774 -189 -0.8%
MHS
22
M Holdings Securities
Oregon
$1M 19,950 -1,207 -6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1M 19,542 -590 -3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$968K 19,237 -911 -5%
DADC
25
D.A. Davidson & Co
Montana
$968K 19,248 +130 +0.7%
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