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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

63 hedge funds and large institutions have $73.6M invested in iShares Morningstar Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$671K
2
SFS
Sowell Financial Services
Arkansas
+$516K
3
TRCT
Tower Research Capital (TRC)
New York
+$337K
4
Osaic Holdings
Osaic Holdings
Arizona
+$264K
5
LP
LGL Partners
Pennsylvania
+$234K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$820K
2
SAS
Sanford Advisory Services
Michigan
-$252K
3
BPA
Beacon Pointe Advisors
California
-$217K
4
LPL Financial
LPL Financial
California
-$169K
5
UBS Group
UBS Group
Switzerland
-$169K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
26
Flagstar Advisors
New York
$589K -$7.78K -136 -1%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$587K +$114 +2 +0%
RJA
28
Raymond James & Associates
Florida
$579K +$229 +4 +0%
KAS
29
Kestra Advisory Services
Texas
$518K -$104K -1,810 -17%
LFAS
30
Level Four Advisory Services
Texas
$499K – – –
PCM
31
Parsons Capital Management
Rhode Island
$481K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$458K – – –
Citigroup
33
Citigroup
New York
$409K -$5.27K -92 -1%
SPC
34
Sigma Planning Corp
Michigan
$371K +$24.4K +426 +7%
WWM
35
Western Wealth Management
Colorado
$360K +$360K +6,245 New
UCFA
36
United Capital Financial Advisors
Texas
$276K +$687 +12 +0.2%
Franklin Resources
37
Franklin Resources
California
$240K – – –
FWM
38
FFT Wealth Management
Pennsylvania
$234K – – –
LP
39
LGL Partners
Pennsylvania
$234K +$234K +4,084 New
BC
40
Bartlett & Co
Ohio
$206K – – –
BCWM
41
Bartlett & Co Wealth Management
Ohio
$206K – – –
TC
42
TAP Consulting
Missouri
$159K +$159K +2,776 New
FCA
43
FinTrust Capital Advisors
South Carolina
$122K – – –
CA
44
Cornerstone Advisory
Maryland
$111K +$111K +1,944 New
S
45
Surevest
California
$72K +$72K +1,262 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$64K – – –
SFM
47
Signet Financial Management
New Jersey
$55K +$55K +960 New
MCC
48
Money Concepts Capital
Florida
$51K +$51K +892 New
MPCG
49
Matrix Private Capital Group
New York
$45K – – –
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$44K – – –
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2
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