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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

46 hedge funds and large institutions have $65.8M invested in iShares Morningstar Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$5.45M
2
HighTower Advisors
HighTower Advisors
Illinois
+$840K
3
RJA
Raymond James & Associates
Florida
+$330K
4
VF
Virtu Financial
New York
+$324K
5
ACI
Alpha Cubed Investments
California
+$262K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.4M
2
UBS Group
UBS Group
Switzerland
-$1.71M
3
Ameriprise
Ameriprise
Minnesota
-$301K
4
Wells Fargo
Wells Fargo
California
-$296K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$269K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$330K +$330K +7,924 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$326K +$186K +4,452 +132%
VF
28
Virtu Financial
New York
$324K +$324K +7,784 New
ACI
29
Alpha Cubed Investments
California
$262K +$262K +6,280 New
NPC
30
National Planning Corporation
California
$258K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$231K +$17K +408 +8%
IF
32
Ironwood Financial
Arizona
$211K – – –
Franklin Resources
33
Franklin Resources
California
$208K – – –
CS
34
Comerica Securities
Michigan
$206K – – –
US Bancorp
35
US Bancorp
Minnesota
$125K +$125K +3,000 New
WEC
36
Winslow Evans & Crocker
Massachusetts
$39.2K -$5.65K -136 -13%
HCM
37
Highlander Capital Management
New Jersey
$25K – – –
CPIG
38
Chicago Partners Investment Group
Illinois
$19K +$19K +464 New
FWM
39
Focused Wealth Management
New York
$18K – – –
GWM
40
Geneos Wealth Management
Colorado
$10K – – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$173 +4 +2%
JCM
42
Jacobi Capital Management
Pennsylvania
$7K +$7K +160 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$6K – – –
MFW
44
Mosaic Family Wealth
Missouri
$5K – – –
GRP
45
Global Retirement Partners
California
$5K – – –
Creative Planning
46
Creative Planning
Kansas
– -$27K -664 Closed
OIA
47
OneDigital Investment Advisors
Kansas
– -$18K -452 Closed
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$11K -272 Closed
TWA
49
TCI Wealth Advisors
Arizona
– -$3K -64 Closed
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