ISCB icon

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 %
JSA
26
Jim Saulnier & Associates
Colorado
$605K 10,379 -465 -4%
RIA
27
Richwood Investment Advisors
Ohio
$584K 10,019 -160 -2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$511K 8,765 +790 +10%
LFAS
29
Level Four Advisory Services
Texas
$509K 8,728 – –
AF
30
Apexium Financial
Texas
$484K 8,312 -905 -10%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$466K 8,000 – –
PWM
32
Perigon Wealth Management
California
$441K 7,574 -94 -1%
OFG
33
Opulen Financial Group
Virginia
$438K 7,517 -868 -10%
PAG
34
Private Advisor Group
New Jersey
$437K 7,494 -790 -10%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$424K 7,275 +18 +0.2%
NIWA
36
New Insight Wealth Advisors
California
$414K 7,105 -489 -6%
PCM
37
Parsons Capital Management
Rhode Island
$378K 6,480 – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$369K 6,327 -3,048 -33%
Mariner
39
Mariner
Kansas
$363K 6,225 -2,665 -30%
PVAMC
40
PPS&V Asset Management Consultants
Michigan
$335K 5,755 – –
CKAIS
41
Christensen King & Associates Investment Services
Washington
$331K 5,688 +5 +0.1%
FA
42
Flagstar Advisors
New York
$330K 5,656 -849 -13%
SPIA
43
Steward Partners Investment Advisory
New York
$318K 5,450 +210 +4%
PFA
44
Pathway Financial Advisors
Vermont
$254K 4,350 +4,350 New
ACA
45
Aptus Capital Advisors
Alabama
$237K 4,060 +11 +0.3%
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K 3,993 +11 +0.3%
Creative Planning
47
Creative Planning
Kansas
$229K 3,923 +61 +2%
BPA
48
Beacon Pointe Advisors
California
$225K 3,860 – –
EH
49
Equitable Holdings
New York
$221K 3,788 +6 +0.2%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$210K 3,600 – –
1
2
3 4