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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

100 hedge funds and large institutions have $182M invested in iShares Morningstar Small-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
+4
Holders Change %
+4.17%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
32
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$27.3M
2
UBS Group
2
UBS Group
Switzerland
$8.58M
3
VCS
3
Vaughan & Co Securities
New Jersey
$10.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.46M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$839K

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$4.18M
2
Citadel Advisors
2
Citadel Advisors
Florida
$881K
3
Jane Street
3
Jane Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$16.1M
5
Ameriprise
5
Ameriprise
Minnesota
$1.52M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.8M 629,173 +988 +0.2%
Bank of America
2
Bank of America
North Carolina
$27.3M 523,551 +440,292 +529%
Wells Fargo
3
Wells Fargo
California
$16.1M 309,544 -8,342 -3%
VCS
4
Vaughan & Co Securities
New Jersey
$10.2M 196,882 +62,071 +46%
MTC
5
Matrix Trust Company
Colorado
$9.51M 182,751 +1,125 +0.6%
UBS Group
6
UBS Group
Switzerland
$8.58M 164,839 +62,289 +61%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.46M 162,432 +54,440 +50%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.74M 129,517 +13,322 +11%
LPL Financial
9
LPL Financial
California
$4.83M 92,722 +1,066 +1%
MWM
10
Merriman Wealth Management
Washington
$4.18M 80,250 -82,470 -51%
IAG
11
Ipsen Advisor Group
Arkansas
$3.67M 70,529 +70,529 New
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$3.64M 69,934 +3,542 +5%
AAS
13
Avantax Advisory Services
Texas
$3.45M 66,306 +4,944 +8%
CPIG
14
Chicago Partners Investment Group
Illinois
$3.19M 54,189 +73 +0.1%
EWMCB
15
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.11M 59,776 -354 -0.6%
VCM
16
Viewpoint Capital Management
Washington
$2.41M 46,323 -615 -1%
Goldman Sachs
17
Goldman Sachs
New York
$2.26M 43,420 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.79M 34,445 -1,409 -4%
RA
19
Rodgers & Associates
Pennsylvania
$1.67M 32,159 -423 -1%
Ameriprise
20
Ameriprise
Minnesota
$1.52M 27,983 -5,906 -17%
KAS
21
Kestra Advisory Services
Texas
$1.5M 28,758 +11 +0%
HCA
22
Hyperion Capital Advisors
New York
$1.43M 27,400 – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.29M 24,858 +651 +3%
KBFS
24
Kohmann Bosshard Financial Services
Ohio
$1.06M 20,452 +10,560 +107%
MHS
25
M Holdings Securities
Oregon
$1.04M 19,950 – –
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