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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

41 hedge funds and large institutions have $63.4M invested in iShares Morningstar Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.31M
2
Wells Fargo
Wells Fargo
California
+$1.12M
3
MFS
MSI Financial Services
Massachusetts
+$892K
4
PAG
Private Advisor Group
New Jersey
+$833K
5
Ameriprise
Ameriprise
Minnesota
+$240K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.07M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$688K
3
MML Investors Services
MML Investors Services
Massachusetts
-$570K
4
LPL Financial
LPL Financial
California
-$301K
5
Bank of America
Bank of America
North Carolina
-$282K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$122K -$19K -488 -13%
CFA
27
CT Financial Advisors
Pennsylvania
$103K +$625 +16 +0.6%
BKA
28
Brick & Kyle Associates
Pennsylvania
$57K -$5.13K -132 -8%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$45K +$45K +1,160 New
WEC
30
Winslow Evans & Crocker
Massachusetts
$42.2K – – –
VCM
31
Versant Capital Management
Arizona
$40K – – –
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$25K +$25K +640 New
CPIG
33
Chicago Partners Investment Group
Illinois
$18K +$155 +4 +0.9%
FWM
34
Focused Wealth Management
New York
$17K – – –
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K – – –
GWM
36
Geneos Wealth Management
Colorado
$10K – – –
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$8K +204 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$5K – – –
MFW
39
Mosaic Family Wealth
Missouri
$5K – – –
NFG
40
Next Financial Group
Texas
$3K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
– -$570K -15,744 Closed
CWM
42
Concert Wealth Management
California
– -$61K -1,720 Closed
TRCT
43
Tower Research Capital (TRC)
New York
– -$17K -480 Closed
RFA
44
Reilly Financial Advisors
California
– -$16K -452 Closed
IWM
45
Integrated Wealth Management
California
– -$9K -240 Closed
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