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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

54 hedge funds and large institutions have $55.4M invested in iShares Morningstar Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-10
Holders Change %
-15.63%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.44M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.84M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.83M
4
Wells Fargo
Wells Fargo
California
+$821K
5
LPL Financial
LPL Financial
California
+$530K

Top Sellers

1
ASN
Advisory Services Network
Georgia
-$1.95M
2
SHA
Seneca House Advisors
Virginia
-$506K
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$311K
4
UBS Group
UBS Group
Switzerland
-$299K
5
BMCM
Bryn Mawr Capital Management
Pennsylvania
-$289K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$364K +$364K +11,632 New
RJA
27
Raymond James & Associates
Florida
$307K -$102K -3,252 -25%
PCM
28
Parsons Capital Management
Rhode Island
$273K -$12.6K -400 -4%
LFAS
29
Level Four Advisory Services
Texas
$273K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$250K – – –
WWM
31
Western Wealth Management
Colorado
$205K -$53.8K -1,700 -21%
ASN
32
Advisory Services Network
Georgia
$114K -$1.95M -62,324 -94%
US Bancorp
33
US Bancorp
Minnesota
$79K +$16.4K +524 +26%
IF
34
Ironwood Financial
Arizona
$75K -$72K -2,300 -49%
AIC
35
Ameritas Investment Company
Nebraska
$71K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$67K +$46.6K +1,480 +228%
FCA
37
FinTrust Capital Advisors
South Carolina
$67K +$67K +2,140 New
SFS
38
Sowell Financial Services
Arkansas
$55K – – –
William Blair & Company
39
William Blair & Company
Illinois
$50K -$18.8K -600 -27%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$40K -$17.6K -560 -31%
APA
41
American Portfolios Advisors
New York
$21.3K -$35.7K -1,140 -63%
SMFS
42
Squar Milner Financial Services
California
$21K – – –
MPCG
43
Matrix Private Capital Group
New York
$21K – – –
HCM
44
Highlander Capital Management
New Jersey
$19K – – –
FWM
45
Focused Wealth Management
New York
$14K – – –
TFGT
46
TS Financial Group (TSFG)
Illinois
$13K – – –
SWA
47
Stratos Wealth Advisors
Ohio
$13K +$13K +408 New
NFG
48
Next Financial Group
Texas
$11K – – –
AIC
49
Archer Investment Corporation
Indiana
$7K – – –
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$6K +$6K +180 New
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2
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