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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

49 hedge funds and large institutions have $66.5M invested in iShares Morningstar Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$4.08M
2
Wells Fargo
Wells Fargo
California
+$1.56M
3
Bank of America
Bank of America
North Carolina
+$1.21M
4
Morgan Stanley
Morgan Stanley
New York
+$477K
5
LPL Financial
LPL Financial
California
+$385K

Top Sellers

1
Jane Street
Jane Street
New York
-$5.03M
2
PAG
Private Advisor Group
New Jersey
-$2.25M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.79M
4
HighTower Advisors
HighTower Advisors
Illinois
-$840K
5
ACI
Alpha Cubed Investments
California
-$262K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$390K +$7.64K +176 +2%
LFAS
27
Level Four Advisory Services
Texas
$367K – – –
RJA
28
Raymond James & Associates
Florida
$304K -$41.3K -948 -12%
IF
29
Ironwood Financial
Arizona
$237K +$16.2K +372 +7%
Franklin Resources
30
Franklin Resources
California
$218K – – –
VF
31
Virtu Financial
New York
$200K -$138K -3,184 -41%
US Bancorp
32
US Bancorp
Minnesota
$131K – – –
CA
33
Calton & Associates
Florida
$68K +$68K +1,512 New
WEC
34
Winslow Evans & Crocker
Massachusetts
$40.9K – – –
IWM
35
IHT Wealth Management
Illinois
$30K +$30K +668 New
SWM
36
SeaCrest Wealth Management
New York
$28K +$28K +632 New
HCM
37
Highlander Capital Management
New Jersey
$26K – – –
CPIG
38
Chicago Partners Investment Group
Illinois
$20K +$171 +4 +0.9%
FWM
39
Focused Wealth Management
New York
$19K – – –
CAC
40
Certified Advisory Corp
Florida
$12K +$12K +276 New
GWM
41
Geneos Wealth Management
Colorado
$11K – – –
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$9K – – –
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$9K +$9K +200 New
APA
44
American Portfolios Advisors
New York
$8.71K +$8.71K +200 New
TFS
45
TrustCore Financial Services
Tennessee
$8K +$8K +180 New
JCM
46
Jacobi Capital Management
Pennsylvania
$7K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$6K – – –
GRP
48
Global Retirement Partners
California
$5K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
– -$840K -20,024 Closed
ACI
50
Alpha Cubed Investments
California
– -$262K -6,280 Closed
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