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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

55 hedge funds and large institutions have $70.2M invested in iShares Morningstar Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$1.18M
2
Citadel Advisors
Citadel Advisors
Florida
$1.93M
3
SFS
Sowell Financial Services
Arkansas
$1.59M
4
AAS
Avantax Advisory Services
Texas
$4.18M
5
UBS Group
UBS Group
Switzerland
$2.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$20.5M
2
TC
TAP Consulting
Missouri
$0
3
LPL Financial
LPL Financial
California
$5.73M
4
Osaic Holdings
Osaic Holdings
Arizona
$3.7M
5
Citigroup
Citigroup
New York
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$575K +$112 +2 +0%
RJA
27
Raymond James & Associates
Florida
$567K +$22.8K +406 +4%
LFAS
28
Level Four Advisory Services
Texas
$490K -$13.5K -240 -3%
PCM
29
Parsons Capital Management
Rhode Island
$471K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$448K – – –
TRCT
31
Tower Research Capital (TRC)
New York
$416K -$133K -2,378 -24%
Citigroup
32
Citigroup
New York
$406K -$178K -3,175 -30%
SPC
33
Sigma Planning Corp
Michigan
$340K +$23.6K +421 +7%
UCFA
34
United Capital Financial Advisors
Texas
$270K +$561 +10 +0.2%
Franklin Resources
35
Franklin Resources
California
$236K – – –
FWM
36
FFT Wealth Management
Pennsylvania
$229K – – –
BPA
37
Beacon Pointe Advisors
California
$217K +$217K +3,860 New
BC
38
Bartlett & Co
Ohio
$202K – – –
BCWM
39
Bartlett & Co Wealth Management
Ohio
$202K – – –
FCA
40
FinTrust Capital Advisors
South Carolina
$120K – – –
IF
41
Ironwood Financial
Arizona
$101K – – –
HI
42
Harbour Investments
Wisconsin
$94K -$14.5K -259 -13%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$63K – – –
MPCG
44
Matrix Private Capital Group
New York
$44K – – –
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$43K +$43K +764 New
APA
46
American Portfolios Advisors
New York
$38.3K +$112 +2 +0.3%
HCM
47
Highlander Capital Management
New Jersey
$34K – – –
SWM
48
Spire Wealth Management
Virginia
$29K +$114 +2 +0.4%
SPIA
49
Steward Partners Investment Advisory
New York
$25K +$25K +440 New
TFGT
50
TS Financial Group (TSFG)
Illinois
$24K – – –
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2
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