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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

60 hedge funds and large institutions have $51.8M invested in iShares Morningstar Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
9
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.27M
2
ASN
Advisory Services Network
Georgia
+$788K
3
VF
Virtu Financial
New York
+$623K
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$583K
5
LFA
Legacy Financial Advisors
Kentucky
+$264K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$7.28M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.68M
3
Wells Fargo
Wells Fargo
California
-$1.38M
4
PAG
Private Advisor Group
New Jersey
-$794K
5
Jane Street
Jane Street
New York
-$516K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
26
Seneca House Advisors
Virginia
$420K +$9.75K +264 +2%
IDA
27
Intelligence Driven Advisers
California
$411K +$411K +11,120 New
RJA
28
Raymond James & Associates
Florida
$397K -$31.5K -852 -7%
MML Investors Services
29
MML Investors Services
Massachusetts
$394K -$225K -6,076 -36%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$375K -$50.8K -1,376 -12%
AG
31
Advisor Group
Arizona
$370K -$33.1K -896 -8%
PCM
32
Parsons Capital Management
Rhode Island
$366K – – –
LFAS
33
Level Four Advisory Services
Texas
$312K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$311K -$7.41K -200 -2%
WWM
35
Western Wealth Management
Colorado
$305K +$305K +8,380 New
Jane Street
36
Jane Street
New York
$283K -$516K -13,936 -65%
LFA
37
Legacy Financial Advisors
Kentucky
$264K +$264K +7,144 New
BMCM
38
Bryn Mawr Capital Management
Pennsylvania
$227K +$227K +6,128 New
IF
39
Ironwood Financial
Arizona
$193K – – –
William Blair & Company
40
William Blair & Company
Illinois
$88K +$88K +2,200 New
US Bancorp
41
US Bancorp
Minnesota
$74K -$37K -1,000 -33%
PGWM
42
Parisi Gray Wealth Management
New Jersey
$65K +$65K +1,784 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$41K – – –
WEC
44
Winslow Evans & Crocker
Massachusetts
$36K – – –
SMFS
45
Squar Milner Financial Services
California
$26K – – –
HCM
46
Highlander Capital Management
New Jersey
$23K – – –
SWM
47
SeaCrest Wealth Management
New York
$23K – – –
GWM
48
Geneos Wealth Management
Colorado
$19K – – –
FWM
49
Focused Wealth Management
New York
$16K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$15K – – –
1
2
3