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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

53 hedge funds and large institutions have $82.5M invested in iShares Morningstar Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$6.64M
2
ACP
Aveo Capital Partners
Colorado
+$1.32M
3
AAS
Avantax Advisory Services
Texas
+$1.28M
4
SFS
Sowell Financial Services
Arkansas
+$644K
5
LPL Financial
LPL Financial
California
+$448K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.15M
2
Morgan Stanley
Morgan Stanley
New York
-$670K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$466K
4
BPA
Beacon Pointe Advisors
California
-$218K
5
LP
LGL Partners
Pennsylvania
-$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$547K +$11K +196 +2%
LFAS
27
Level Four Advisory Services
Texas
$492K – – –
PCM
28
Parsons Capital Management
Rhode Island
$491K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$452K – – –
WWM
30
Western Wealth Management
Colorado
$441K +$130K +2,312 +42%
SPC
31
Sigma Planning Corp
Michigan
$314K +$2.94K +52 +0.9%
UCFA
32
United Capital Financial Advisors
Texas
$270K +$450 +8 +0.2%
Franklin Resources
33
Franklin Resources
California
$237K -$22.6K -400 -9%
FWM
34
FFT Wealth Management
Pennsylvania
$230K – – –
BCWM
35
Bartlett & Co Wealth Management
Ohio
$206K – – –
BC
36
Bartlett & Co
Ohio
$203K – – –
FCA
37
FinTrust Capital Advisors
South Carolina
$121K – – –
IF
38
Ironwood Financial
Arizona
$113K -$3.4K -60 -3%
HI
39
Harbour Investments
Wisconsin
$110K +$110K +1,944 New
FPW
40
Flagship Private Wealth
Massachusetts
$77.2K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$59K – – –
AIC
42
Ameritas Investment Company
Nebraska
$52.2K +$52.2K +924 New
MCC
43
Money Concepts Capital
Florida
$50K – – –
APA
44
American Portfolios Advisors
New York
$38.3K -$7.44K -132 -16%
MPCG
45
Matrix Private Capital Group
New York
$38K – – –
HCM
46
Highlander Capital Management
New Jersey
$34K – – –
SWM
47
Spire Wealth Management
Virginia
$29K +$29K +508 New
TFGT
48
TS Financial Group (TSFG)
Illinois
$24K – – –
AIC
49
Archer Investment Corporation
Indiana
$11.7K – – –
FWM
50
Focused Wealth Management
New York
$5K – – –
1
2
3