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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

49 hedge funds and large institutions have $56.2M invested in iShares Morningstar Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.26M
2
CAC
Certified Advisory Corp
Florida
+$361K
3
PWM
Provident Wealth Management
Tennessee
+$336K
4
BMCM
Bryn Mawr Capital Management
Pennsylvania
+$209K
5
SPC
Sigma Planning Corp
Michigan
+$207K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.99M
3
Wells Fargo
Wells Fargo
California
-$1.58M
4
ACP
Aveo Capital Partners
Colorado
-$834K
5
Morgan Stanley
Morgan Stanley
New York
-$498K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
26
Certified Advisory Corp
Florida
$365K +$361K +9,524 +8,504%
LFAS
27
Level Four Advisory Services
Texas
$330K – – –
PCM
28
Parsons Capital Management
Rhode Island
$329K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$302K – – –
BMCM
30
Bryn Mawr Capital Management
Pennsylvania
$209K +$209K +5,512 New
SPC
31
Sigma Planning Corp
Michigan
$207K +$207K +5,460 New
Franklin Resources
32
Franklin Resources
California
$180K +$180K +4,600 New
BCWM
33
Bartlett & Co Wealth Management
Ohio
$136K +$136K +3,600 New
BC
34
Bartlett & Co
Ohio
$136K +$136K +3,600 New
IF
35
Ironwood Financial
Arizona
$91K – – –
FCA
36
FinTrust Capital Advisors
South Carolina
$81K – – –
CAN
37
Cetera Advisor Networks
California
$69K +$69K +1,812 New
SFS
38
Sowell Financial Services
Arkansas
$66K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$51K +$2.87K +76 +6%
APA
40
American Portfolios Advisors
New York
$30.7K +$5K +132 +19%
MPCG
41
Matrix Private Capital Group
New York
$25K – – –
HCM
42
Highlander Capital Management
New Jersey
$23K – – –
FWM
43
Focused Wealth Management
New York
$17K – – –
TFGT
44
TS Financial Group (TSFG)
Illinois
$16K – – –
ABC
45
Associated Banc-Corp
Wisconsin
$12K +$12K +320 New
AIC
46
Archer Investment Corporation
Indiana
$7.87K – – –
OAJ
47
Ogorek Anthony Joseph
New York
$5K – – –
GRP
48
Global Retirement Partners
California
$2K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Citadel Advisors
50
Citadel Advisors
Florida
– -$4.8M -153,248 Closed
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