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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

98 hedge funds and large institutions have $169M invested in iShares Morningstar Small-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
-2
Holders Change %
-2%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
29
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.87M
2
MA
2
MONECO Advisors
Connecticut
$738K
3
VCS
3
Vaughan & Co Securities
New Jersey
$11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.22M
5
MCC
5
Money Concepts Capital
Florida
$703K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.1M
2
Wells Fargo
2
Wells Fargo
California
$13.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.45M
4
MWM
4
Merriman Wealth Management
Washington
$3.22M
5
Bank of America
5
Bank of America
North Carolina
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$26.8M 514,073 -9,478 -2%
Morgan Stanley
2
Morgan Stanley
New York
$26.1M 500,916 -128,257 -20%
Wells Fargo
3
Wells Fargo
California
$13.6M 261,251 -48,293 -16%
VCS
4
Vaughan & Co Securities
New Jersey
$11M 210,305 +13,423 +7%
MTC
5
Matrix Trust Company
Colorado
$9.68M 185,643 +2,892 +2%
UBS Group
6
UBS Group
Switzerland
$8.25M 158,237 -6,602 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.98M 133,715 +4,198 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.45M 123,676 -38,756 -24%
LPL Financial
9
LPL Financial
California
$4.89M 93,741 +1,019 +1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$4.08M 78,145 +8,211 +12%
AAS
11
Avantax Advisory Services
Texas
$3.38M 64,764 -1,542 -2%
MWM
12
Merriman Wealth Management
Washington
$3.22M 61,774 -18,476 -23%
EWMCB
13
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.9M 55,510 -4,266 -7%
CPIG
14
Chicago Partners Investment Group
Illinois
$2.76M 53,450 -739 -1%
VCM
15
Viewpoint Capital Management
Washington
$2.42M 46,323 – –
Goldman Sachs
16
Goldman Sachs
New York
$2.27M 43,420 – –
Citadel Advisors
17
Citadel Advisors
Florida
$1.87M 35,906 +18,985 +112%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.75M 33,550 -895 -3%
RA
19
Rodgers & Associates
Pennsylvania
$1.59M 30,422 -1,737 -5%
KAS
20
Kestra Advisory Services
Texas
$1.55M 29,803 +1,045 +4%
HCA
21
Hyperion Capital Advisors
New York
$1.43M 27,400 – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.22M 23,378 +13,316 +132%
Ameriprise
23
Ameriprise
Minnesota
$1.2M 22,892 -5,091 -18%
Corient Private Wealth
24
Corient Private Wealth
Florida
$1.19M 22,787 -1,859 -8%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.14M 21,830 +3,591 +20%
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