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iShares Morningstar Small-Cap Value ETF
ISCV

Overview Fund Activity

116 hedge funds and large institutions have $199M invested in iShares Morningstar Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
34
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$9.46M
2
CJH
2
Christopher J. Hasenberg
Wisconsin
$4.67M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$3.69M
4
IAG
4
Ipsen Advisor Group
Arkansas
$3.43M
5
LPL Financial
5
LPL Financial
California
$8.45M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$1.72M
2
OMC
2
Old Mission Capital
Illinois
$454K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.4M
4
Wells Fargo
4
Wells Fargo
California
$5.81M
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$25.3M 399,380 +747 +0.2%
VCS
2
Vaughan & Co Securities
New Jersey
$16.5M 260,523 -3,177 -1%
SCM
3
Steele Capital Management
Iowa
$11.8M 186,096 -212 -0.1%
MTC
4
Matrix Trust Company
Colorado
$11.8M 186,096 -212 -0.1%
Bank of America
5
Bank of America
North Carolina
$9.91M 156,302 +738 +0.5%
Raymond James Financial
6
Raymond James Financial
Florida
$9.46M 149,196 +149,196 New
LPL Financial
7
LPL Financial
California
$8.45M 133,240 +48,877 +58%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.4M 116,631 -9,661 -8%
Wells Fargo
9
Wells Fargo
California
$5.81M 91,676 -9,030 -9%
UBS Group
10
UBS Group
Switzerland
$5.65M 89,124 +3,335 +4%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$5.59M 88,214 +1,269 +1%
MWM
12
Merriman Wealth Management
Washington
$5.09M 80,256 +333 +0.4%
CJH
13
Christopher J. Hasenberg
Wisconsin
$4.67M 73,669 +73,669 New
AAS
14
Avantax Advisory Services
Texas
$4.07M 64,233 +797 +1%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$3.69M 58,197 +58,197 New
IAG
16
Ipsen Advisor Group
Arkansas
$3.43M 54,064 +54,064 New
CPIG
17
Chicago Partners Investment Group
Illinois
$3.15M 49,857 +59 +0.1%
PCG
18
Prosperity Consulting Group
Maryland
$2.96M 46,664 -959 -2%
VCM
19
Viewpoint Capital Management
Washington
$2.92M 46,108 -10 -0%
Goldman Sachs
20
Goldman Sachs
New York
$2.75M 43,420 – –
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.71M 42,750 +2,679 +7%
KAS
22
Kestra Advisory Services
Texas
$2.67M 42,113 +1,787 +4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.64M 41,557 +380 +0.9%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$2.55M 40,270 +7,655 +23%
Ameriprise
25
Ameriprise
Minnesota
$2.45M 38,566 +766 +2%
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