iShares Morningstar Small-Cap ETF
ISCB
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.
25.15% more ownership
Funds ownership: 110.76% → 135.91% (+25%)
16% less funds holding
Funds holding: 64 → 54 (-10)
19% less capital invested
Capital invested by funds: $68M → $55.4M (-$12.6M)
28% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 18
62% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.98M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.81M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.46M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$711K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.62M |
| 2 |
SHA
Seneca House Advisors
Richmond,
Virginia
|
-$506K |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$418K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$401K |
| 5 |
BMCM
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
-$289K |
ISCB Hedge Fund Activity: Q1 2020 in Review
54 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q1 2020, worth a combined $55.4M — down 19% from $68M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of ISCB and 5 opened new positions — a net loss of 8 holders — while 18 trimmed existing stakes and 13 added.
The largest buyer was Morgan Stanley, adding an estimated $9.98M. The largest seller was Advisory Services Network, cutting an estimated $2.62M.
- 54 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q1 2020, down from 64 in Q4 2019.
- Funds reported $55.4M of iShares Morningstar Small-Cap ETF stock for Q1 2020, down 19% quarter-over-quarter.
- 5 funds opened new iShares Morningstar Small-Cap ETF positions in Q1 2020 and 13 closed out, a net change of -8 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q1 2020 was Morgan Stanley, an estimated $9.98M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q1 2020 was Advisory Services Network, an estimated $2.62M sold.
Based on aggregated 13F filings for Q1 2020.