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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

62 hedge funds and large institutions have $63.4M invested in iShares Morningstar Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.09M
2
Wells Fargo
2
Wells Fargo
California
$2.15M
3
TRCT
3
Tower Research Capital (TRC)
New York
$927K
4
AWS
4
Atria Wealth Solutions
New York
$2.6M
5
Mariner
5
Mariner
Kansas
$233K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.79M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$414K
3
AAS
3
Avantax Advisory Services
Texas
$7.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.17M
5
LPL Financial
5
LPL Financial
California
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$477K +$18.8K +440 +4%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$441K -$3.76K -88 -0.8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$414K -$364K -8,531 -47%
KAS
29
Kestra Advisory Services
Texas
$413K +$1.28K +30 +0.3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$400K -$71.4K -1,671 -15%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$396K -$4.78K -112 -1%
FA
32
Flagstar Advisors
New York
$378K -$9.4K -220 -2%
LFAS
33
Level Four Advisory Services
Texas
$373K – – –
PCM
34
Parsons Capital Management
Rhode Island
$359K – – –
CAN
35
Cetera Advisor Networks
California
$350K +$6.49K +152 +2%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$342K – – –
Citigroup
37
Citigroup
New York
$308K +$10.3K +241 +3%
SPC
38
Sigma Planning Corp
Michigan
$277K -$898 -21 -0.3%
Mariner
39
Mariner
Kansas
$233K +$233K +5,449 New
UCFA
40
United Capital Financial Advisors
Texas
$207K +$470 +11 +0.2%
Franklin Resources
41
Franklin Resources
California
$179K – – –
BC
42
Bartlett & Co
Ohio
$154K – – –
BCWM
43
Bartlett & Co Wealth Management
Ohio
$154K – – –
FCA
44
FinTrust Capital Advisors
South Carolina
$96K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$55K -$42 -1 -0.1%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$52K -$1.27K -30 -2%
SPIA
47
Steward Partners Investment Advisory
New York
$49K +$30.1K +700 +159%
MCC
48
Money Concepts Capital
Florida
$38K – – –
BFPW
49
BOK Financial Private Wealth
Colorado
$37K – – –
MPCG
50
Matrix Private Capital Group
New York
$34K – – –
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2
3