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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

33 hedge funds and large institutions have $53.3M invested in iShares Morningstar Small-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.26M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.93M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.9M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.89M
5
Wells Fargo
5
Wells Fargo
California
$4.85M

Top Sellers

1
FAAS
1
First Allied Advisory Services
California
$429K
2
U
2
UBS
Switzerland
$1.08M
3
LPL Financial
3
LPL Financial
California
$4.11M
4
S
4
SignatureFD
Georgia
$0
5
PI
5
Placemark Investments
Illinois
$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
26
Focused Wealth Management
New York
$37K – – –
WEC
27
Winslow Evans & Crocker
Massachusetts
$35K +$35K +1,080 New
NES
28
New England Securities
New York
$32K +$17.4K +532 +119%
WA
29
WFG Advisors
Texas
$27K – – –
BFEC
30
Benjamin F. Edwards & Company
Missouri
$24K – – –
Brown Advisory
31
Brown Advisory
Maryland
$13K – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$12K +$6.34K +188 +112%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$1K -$2K -64 -67%
S
34
SignatureFD
Georgia
– -$36K -1,200 Closed
1
2