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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
Advisory Services Network
Georgia
+$1.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$786K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$610K
4
ACP
Aveo Capital Partners
Colorado
+$510K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$366K

Top Sellers

1
VF
Virtu Financial
New York
-$623K
2
PAG
Private Advisor Group
New Jersey
-$532K
3
Morgan Stanley
Morgan Stanley
New York
-$446K
4
Citadel Advisors
Citadel Advisors
Florida
-$431K
5
Jane Street
Jane Street
New York
-$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
26
Seneca House Advisors
Virginia
$483K +$1.53K +36 +0.3%
IDA
27
Intelligence Driven Advisers
California
$467K -$3.56K -84 -0.8%
RJA
28
Raymond James & Associates
Florida
$456K +$847 +20 +0.2%
MML Investors Services
29
MML Investors Services
Massachusetts
$423K -$28.1K -664 -6%
AG
30
Advisor Group
Arizona
$386K -$37.9K -896 -9%
PCM
31
Parsons Capital Management
Rhode Island
$385K -$33.8K -800 -8%
WWM
32
Western Wealth Management
Colorado
$372K +$19.4K +460 +5%
LFAS
33
Level Four Advisory Services
Texas
$357K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$338K -$16.9K -400 -5%
LFA
35
Legacy Financial Advisors
Kentucky
$302K – – –
BMCM
36
Bryn Mawr Capital Management
Pennsylvania
$259K – – –
BSW
37
Buckingham Strategic Wealth
Missouri
$243K +$243K +5,752 New
Citadel Advisors
38
Citadel Advisors
Florida
$212K -$431K -10,168 -67%
IF
39
Ironwood Financial
Arizona
$202K -$19.3K -456 -9%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$201K +$201K +4,760 New
William Blair & Company
41
William Blair & Company
Illinois
$93K – – –
US Bancorp
42
US Bancorp
Minnesota
$85K – – –
PGWM
43
Parisi Gray Wealth Management
New Jersey
$76K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$76K +$29.3K +696 +63%
CA
45
Cetera Advisors
Colorado
$65K +$65K +1,528 New
WEC
46
Winslow Evans & Crocker
Massachusetts
$40K – – –
SMFS
47
Squar Milner Financial Services
California
$29K – – –
SWM
48
SeaCrest Wealth Management
New York
$27K – – –
HCM
49
Highlander Capital Management
New Jersey
$26K – – –
GWM
50
Geneos Wealth Management
Colorado
$22K – – –
1
2
3