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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

60 hedge funds and large institutions have $67.6M invested in iShares Morningstar Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
60
Holders Change
-6
Holders Change %
-9.09%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$8M
2
UBS Group
2
UBS Group
Switzerland
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.12M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
WWM
3
Western Wealth Management
Colorado
$0
4
LPL Financial
4
LPL Financial
California
$3.87M
5
AWS
5
Atria Wealth Solutions
New York
$2.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$488K 11,032 -3,885 -26%
RJA
27
Raymond James & Associates
Florida
$475K 10,736 +616 +6%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$460K 10,406 +1 +0%
KAS
29
Kestra Advisory Services
Texas
$427K 9,645 -37 -0.4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$416K 9,390 -321 -3%
FA
31
Flagstar Advisors
New York
$401K 9,071 -1,049 -10%
LFAS
32
Level Four Advisory Services
Texas
$386K 8,728 – –
PCM
33
Parsons Capital Management
Rhode Island
$372K 8,400 – –
CAN
34
Cetera Advisor Networks
California
$356K 8,050 -520 -6%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$354K 8,000 – –
Citigroup
36
Citigroup
New York
$309K 6,979 -7 -0.1%
SPC
37
Sigma Planning Corp
Michigan
$288K 6,498 -109 -2%
UCFA
38
United Capital Financial Advisors
Texas
$214K 4,838 +6 +0.1%
Franklin Resources
39
Franklin Resources
California
$186K 4,200 – –
BCWM
40
Bartlett & Co Wealth Management
Ohio
$159K 3,600 – –
BC
41
Bartlett & Co
Ohio
$159K 3,600 – –
FCA
42
FinTrust Capital Advisors
South Carolina
$101K 2,140 – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$58K 1,300 -16 -1%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$56K 1,259 +699 +125%
MCC
45
Money Concepts Capital
Florida
$40K 892 -200 -18%
BFPW
46
BOK Financial Private Wealth
Colorado
$38K 856 +856 New
MPCG
47
Matrix Private Capital Group
New York
$35K 792 – –
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$34K 764 – –
SWM
49
SeaCrest Wealth Management
New York
$28K 632 +632 New
HCM
50
Highlander Capital Management
New Jersey
$27K 608 – –
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