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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

44 hedge funds and large institutions have $67.8M invested in iShares Morningstar Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3M
2
Jane Street
Jane Street
New York
+$2.01M
3
Goldman Sachs
Goldman Sachs
New York
+$1.82M
4
Bessemer Group
Bessemer Group
New Jersey
+$1.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$893K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.08M
2
PCM
Parsons Capital Management
Rhode Island
-$2.02M
3
Wells Fargo
Wells Fargo
California
-$1.04M
4
ACP
Aveo Capital Partners
Colorado
-$618K
5
CL
Choreo LLC
Illinois
-$393K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
26
Aveo Capital Partners
Colorado
$321K -$618K -15,504 -66%
Citadel Advisors
27
Citadel Advisors
Florida
$257K +$257K +6,440 New
IF
28
Ironwood Financial
Arizona
$202K -$6.54K -164 -3%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$134K +$9.38K +236 +8%
CFA
30
CT Financial Advisors
Pennsylvania
$106K +$319 +8 +0.3%
BKA
31
Brick & Kyle Associates
Pennsylvania
$48K -$10.7K -268 -18%
WEC
32
Winslow Evans & Crocker
Massachusetts
$43.1K – – –
TRCT
33
Tower Research Capital (TRC)
New York
$33K +$33K +828 New
Creative Planning
34
Creative Planning
Kansas
$26K +$26K +664 New
HCM
35
Highlander Capital Management
New Jersey
$24K +$24K +608 New
CPIG
36
Chicago Partners Investment Group
Illinois
$18K – – –
FWM
37
Focused Wealth Management
New York
$18K – – –
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K – – –
GWM
39
Geneos Wealth Management
Colorado
$10K – – –
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$6K – – –
MFW
42
Mosaic Family Wealth
Missouri
$5K – – –
GRP
43
Global Retirement Partners
California
$5K +$5K +120 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
– -$45K -1,160 Closed
VCM
45
Versant Capital Management
Arizona
– -$40K -1,040 Closed
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
– -$25K -640 Closed
NFG
47
Next Financial Group
Texas
– -$3K -80 Closed
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