iShares Morningstar Small-Cap ETF
ISCB
61 hedge funds and large institutions have $62.2M invested in iShares Morningstar Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 6 closing their positions.
20% more capital invested
Capital invested by funds: $51.8M → $62.2M (+$10.4M)
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
4.99% more ownership
Funds ownership: 103.8% → 108.79% (+5%)
2% more funds holding
Funds holding: 60 → 61 (+1)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.76M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$770K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$597K |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$500K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$358K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$623K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$521K |
| 3 |
Morgan Stanley
New York
|
-$437K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$422K |
| 5 |
Jane Street
New York
|
-$283K |
ISCB Hedge Fund Activity: Q1 2019 in Review
61 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q1 2019, worth a combined $62.2M — up 20% from $51.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ISCB positions and 6 closed out — a net gain of 1 holder — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Advisory Services Network, adding an estimated $1.76M. The largest seller was Virtu Financial, exiting entirely with an estimated $623K sold.
- 61 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q1 2019, up from 60 in Q4 2018.
- Funds reported $62.2M of iShares Morningstar Small-Cap ETF stock for Q1 2019, up 20% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Small-Cap ETF positions in Q1 2019 and 6 closed out, a net change of +1 holder.
- The largest iShares Morningstar Small-Cap ETF buyer in Q1 2019 was Advisory Services Network, an estimated $1.76M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q1 2019 was Virtu Financial, an estimated $623K sold.
Based on aggregated 13F filings for Q1 2019.