ISCV icon

iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

112 hedge funds and large institutions have $187M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 3 closing their positions.

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
26
Reduced
40
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$2.19M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.54M
3
OMC
3
Old Mission Capital
Illinois
$1.2M
4
IWM
4
IHT Wealth Management
Illinois
$2.55M
5
PIA
5
Panoramic Investment Advisors
Colorado
$855K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$431K
2
Bank of America
2
Bank of America
North Carolina
$9.88M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$217K
4
Morgan Stanley
4
Morgan Stanley
New York
$25.3M
5
Wells Fargo
5
Wells Fargo
California
$6.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.3M 398,633 -17,796 -4%
VCS
2
Vaughan & Co Securities
New Jersey
$16.7M 263,700 +922 +0.4%
SCM
3
Steele Capital Management
Iowa
$11.9M 186,308 -4,168 -2%
MTC
4
Matrix Trust Company
Colorado
$11.8M 186,308 -4,168 -2%
Bank of America
5
Bank of America
North Carolina
$9.88M 155,564 -21,202 -12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.96M 141,082 -65 -0%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.02M 126,292 +1,450 +1%
Wells Fargo
8
Wells Fargo
California
$6.39M 100,706 -10,578 -10%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$5.52M 86,945 +3,697 +4%
UBS Group
10
UBS Group
Switzerland
$5.45M 85,789 -6,220 -7%
LPL Financial
11
LPL Financial
California
$5.36M 84,363 +1,364 +2%
MWM
12
Merriman Wealth Management
Washington
$5.07M 79,923 +773 +1%
AAS
13
Avantax Advisory Services
Texas
$4.03M 63,436 -131 -0.2%
CPIG
14
Chicago Partners Investment Group
Illinois
$3.14M 49,798 -2,990 -6%
PCG
15
Prosperity Consulting Group
Maryland
$3.02M 47,623 -674 -1%
VCM
16
Viewpoint Capital Management
Washington
$2.92M 46,118 -10 -0%
Goldman Sachs
17
Goldman Sachs
New York
$2.76M 43,420 – –
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.61M 41,177 +1,886 +5%
KAS
19
Kestra Advisory Services
Texas
$2.56M 40,326 +781 +2%
IWM
20
IHT Wealth Management
Illinois
$2.55M 40,396 +16,575 +70%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.54M 40,071 +22,264 +125%
Ameriprise
22
Ameriprise
Minnesota
$2.4M 37,800 +1,489 +4%
EWA
23
EP Wealth Advisors
California
$2.19M 34,477 +34,477 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.12M 33,457 -246 -0.7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.07M 32,636 -776 -2%
1
2 3 4 5