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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

111 hedge funds and large institutions have $190M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 6 closing their positions.

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
30
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCG
1
Prosperity Consulting Group
Maryland
$3.05M
2
Bank of America
2
Bank of America
North Carolina
$14.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.48M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.1M
5
LI
5
LRI Investments
Florida
$1.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.9M
2
MHS
2
M Holdings Securities
Oregon
$0
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$2.42M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.29M
5
LPL Financial
5
LPL Financial
California
$5.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.9M 438,882 -481,800 -52%
VCS
2
Vaughan & Co Securities
New Jersey
$15.6M 254,668 +3,153 +1%
Bank of America
3
Bank of America
North Carolina
$14.2M 231,255 +24,781 +12%
SCM
4
Steele Capital Management
Iowa
$11.7M 191,576 -3,844 -2%
MTC
5
Matrix Trust Company
Colorado
$11.7M 190,780 -3,443 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.1M 132,427 +20,536 +18%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$7.29M 119,056 -12,128 -9%
Wells Fargo
8
Wells Fargo
California
$7.01M 114,513 -2,333 -2%
UBS Group
9
UBS Group
Switzerland
$5.76M 94,080 -3,154 -3%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$5.42M 88,578 -2,531 -3%
LPL Financial
11
LPL Financial
California
$5.09M 83,106 -11,725 -12%
MWM
12
Merriman Wealth Management
Washington
$5.06M 82,686 +504 +0.6%
AAS
13
Avantax Advisory Services
Texas
$3.79M 61,874 -9,033 -13%
CPIG
14
Chicago Partners Investment Group
Illinois
$3.06M 52,742 +41 +0.1%
PCG
15
Prosperity Consulting Group
Maryland
$3.05M 49,847 +49,847 New
VCM
16
Viewpoint Capital Management
Washington
$2.82M 46,128 +30 +0.1%
Goldman Sachs
17
Goldman Sachs
New York
$2.66M 43,420 – –
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.48M 40,537 +24,223 +148%
KAS
19
Kestra Advisory Services
Texas
$2.45M 40,028 +5,170 +15%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$2.42M 39,521 -15,484 -28%
Ameriprise
21
Ameriprise
Minnesota
$2.24M 36,606 -1,074 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.16M 35,310 -160 -0.5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.03M 33,224 -1,386 -4%
RA
24
Rodgers & Associates
Pennsylvania
$2.01M 32,810 +1,291 +4%
HCA
25
Hyperion Capital Advisors
New York
$1.68M 27,400 – –
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