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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

44 hedge funds and large institutions have $61.5M invested in iShares Morningstar Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.6M
2
TH
Timber Hill
Connecticut
+$581K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$277K
4
VKH
Virtu KCG Holdings
New York
+$226K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$207K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$4.17M
2
Morgan Stanley
Morgan Stanley
New York
-$3.58M
3
Bessemer Group
Bessemer Group
New Jersey
-$1.31M
4
Jane Street
Jane Street
New York
-$1.28M
5
Bank of America
Bank of America
North Carolina
-$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
26
Virtu KCG Holdings
New York
$226K +$226K +5,604 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$207K +$207K +5,132 New
IF
28
Ironwood Financial
Arizona
$205K – – –
Franklin Resources
29
Franklin Resources
California
$202K +$202K +5,000 New
CS
30
Comerica Securities
Michigan
$200K +$200K +4,940 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$136K – – –
WEC
32
Winslow Evans & Crocker
Massachusetts
$43.6K – – –
Creative Planning
33
Creative Planning
Kansas
$27K – – –
HCM
34
Highlander Capital Management
New Jersey
$25K – – –
FWM
35
Focused Wealth Management
New York
$18K – – –
OIA
36
OneDigital Investment Advisors
Kansas
$18K +$18K +452 New
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11K – – –
GWM
38
Geneos Wealth Management
Colorado
$10K – – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$6K – – –
MFW
41
Mosaic Family Wealth
Missouri
$5K – – –
GRP
42
Global Retirement Partners
California
$5K – – –
TWA
43
TCI Wealth Advisors
Arizona
$3K +$3K +64 New
Bessemer Group
44
Bessemer Group
New Jersey
– -$1.31M -32,860 Closed
VF
45
Virtu Financial
New York
– -$470K -11,772 Closed
Citadel Advisors
46
Citadel Advisors
Florida
– -$257K -6,440 Closed
BKA
47
Brick & Kyle Associates
Pennsylvania
– -$48K -1,200 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– -$33K -828 Closed
CPIG
49
Chicago Partners Investment Group
Illinois
– -$18K -464 Closed
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