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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

56 hedge funds and large institutions have $95.2M invested in iShares Morningstar Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$11.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$7.6M
3
PAG
Private Advisor Group
New Jersey
+$4.2M
4
Wells Fargo
Wells Fargo
California
+$1.05M
5
MML Investors Services
MML Investors Services
Massachusetts
+$754K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.98M
2
Jane Street
Jane Street
New York
-$1.89M
3
VF
Virtu Financial
New York
-$657K
4
Mariner
Mariner
Kansas
-$345K
5
BAMG
Brand Asset Management Group
Missouri
-$232K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$492K +$51.6K +1,144 +12%
PCM
27
Parsons Capital Management
Rhode Island
$446K – – –
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$437K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$387K -$65.2K -1,448 -14%
LFAS
30
Level Four Advisory Services
Texas
$380K – – –
IF
31
Ironwood Financial
Arizona
$235K – – –
Franklin Resources
32
Franklin Resources
California
$207K – – –
US Bancorp
33
US Bancorp
Minnesota
$135K – – –
CWM
34
Cornerstone Wealth Management
Missouri
$100K +$100K +67,236 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$95K +$86K +1,908 +954%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$50K +$50K +1,108 New
WEC
37
Winslow Evans & Crocker
Massachusetts
$44K – – –
BA
38
Ballew Advisors
Mississippi
$43K – – –
SMFS
39
Squar Milner Financial Services
California
$32K – – –
SWM
40
SeaCrest Wealth Management
New York
$28K – – –
HCM
41
Highlander Capital Management
New Jersey
$27K – – –
GWM
42
Geneos Wealth Management
Colorado
$23K – – –
FWM
43
Focused Wealth Management
New York
$20K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$19K – – –
ML
45
McAdam LLC
Pennsylvania
$19K – – –
CPIG
46
Chicago Partners Investment Group
Illinois
$19K +$161 +4 +0.9%
RWA
47
River Wealth Advisors
Pennsylvania
$14K – – –
CAC
48
Certified Advisory Corp
Florida
$12K – – –
APA
49
American Portfolios Advisors
New York
$9.01K – – –
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9K +204 New
1
2
3