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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

55 hedge funds and large institutions have $68.4M invested in iShares Morningstar Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.12M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.2M
3
KAS
Kestra Advisory Services
Texas
+$675K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$259K
5
UCFA
United Capital Financial Advisors
Texas
+$236K

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$5.38M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.19M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.89M
4
Morgan Stanley
Morgan Stanley
New York
-$2.61M
5
ACP
Aveo Capital Partners
Colorado
-$974K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$469K -$6.71K -136 -1%
LFAS
27
Level Four Advisory Services
Texas
$431K – – –
PCM
28
Parsons Capital Management
Rhode Island
$429K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$394K – – –
SPC
30
Sigma Planning Corp
Michigan
$272K -$9.67K -196 -3%
WWM
31
Western Wealth Management
Colorado
$271K +$9.65K +196 +4%
UCFA
32
United Capital Financial Advisors
Texas
$236K +$236K +4,788 New
Franklin Resources
33
Franklin Resources
California
$227K – – –
BPA
34
Beacon Pointe Advisors
California
$218K +$218K +4,432 New
FWM
35
FFT Wealth Management
Pennsylvania
$201K +$201K +4,084 New
LP
36
LGL Partners
Pennsylvania
$201K +$201K +4,084 New
BSW
37
Buckingham Strategic Wealth
Missouri
$200K +$200K +4,056 New
BC
38
Bartlett & Co
Ohio
$178K – – –
BCWM
39
Bartlett & Co Wealth Management
Ohio
$178K – – –
FCA
40
FinTrust Capital Advisors
South Carolina
$106K – – –
IF
41
Ironwood Financial
Arizona
$101K – – –
SFS
42
Sowell Financial Services
Arkansas
$86K – – –
FPW
43
Flagship Private Wealth
Massachusetts
$68.4K +$68.4K +1,340 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$52K -$14.6K -296 -22%
MCC
45
Money Concepts Capital
Florida
$44K +$44K +892 New
APA
46
American Portfolios Advisors
New York
$40.1K – – –
MPCG
47
Matrix Private Capital Group
New York
$33K – – –
HCM
48
Highlander Capital Management
New Jersey
$30K – – –
TFGT
49
TS Financial Group (TSFG)
Illinois
$21K – – –
NFG
50
Next Financial Group
Texas
$18K – – –
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