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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

80 hedge funds and large institutions have $91.7M invested in iShares Morningstar Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.5M
2
LPL Financial
2
LPL Financial
California
$8.99M
3
Bank of America
3
Bank of America
North Carolina
$3.82M
4
AAS
4
Avantax Advisory Services
Texas
$3.45M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$992K

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
Jane Street
2
Jane Street
New York
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
BAMG
4
Brand Asset Management Group
Missouri
$1.45M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.2M 363,666 -2,057 -0.6%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$11.5M 197,039 +188,000 +2,080%
LPL Financial
3
LPL Financial
California
$8.99M 154,202 +69,909 +83%
Wells Fargo
4
Wells Fargo
California
$4.17M 71,549 +2,235 +3%
Bank of America
5
Bank of America
North Carolina
$3.82M 65,600 +7,839 +14%
AAS
6
Avantax Advisory Services
Texas
$3.45M 59,119 +6,303 +12%
Goldman Sachs
7
Goldman Sachs
New York
$2.54M 43,648 – –
GA
8
Goldstein Advisors
Wisconsin
$2.44M 41,839 +82 +0.2%
GIA
9
Gladstone Institutional Advisory
Florida
$2.21M 37,840 -410 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.13M 36,620 -1,657 -4%
Raymond James Financial
11
Raymond James Financial
Florida
$1.95M 33,386 -374 -1%
UBS Group
12
UBS Group
Switzerland
$1.7M 29,211 -3,380 -10%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.69M 28,990 -177 -0.6%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$1.53M 26,219 -100 -0.4%
BAMG
15
Brand Asset Management Group
Missouri
$1.45M 24,850 -4,182 -14%
CL
16
Choreo LLC
Illinois
$1.44M 24,669 +77 +0.3%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.41M 24,215 – –
Ameriprise
18
Ameriprise
Minnesota
$1.31M 22,425 +17 +0.1%
NFG
19
Nations Financial Group
Iowa
$1.21M 20,838 -27 -0.1%
Osaic Holdings
20
Osaic Holdings
Arizona
$992K 16,897 +5,230 +45%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$990K 16,994 +3,339 +24%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$955K 16,393 -3,530 -18%
Citadel Advisors
23
Citadel Advisors
Florida
$626K 10,750 +5,202 +94%
KPWG
24
KFA Private Wealth Group
Virginia
$622K 10,679 -169 -2%
JSA
25
Jim Saulnier & Associates
Colorado
$605K 10,379 -465 -4%
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