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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

64 hedge funds and large institutions have $67.4M invested in iShares Morningstar Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$3.03M
2
Wells Fargo
Wells Fargo
California
$3.08M
3
AAS
Avantax Advisory Services
Texas
$8.37M
4
LPL Financial
LPL Financial
California
$4.14M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$216K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$915K
2
TRCT
Tower Research Capital (TRC)
New York
$0
3
PAG
Private Advisor Group
New Jersey
$0
4
Morgan Stanley
Morgan Stanley
New York
$16.4M
5
FTUS
Flow Traders U.S.
New York
$531K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$452K +$9.89K +217 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$414K -$13.6K -297 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$411K -$12.1K -265 -3%
FA
29
Flagstar Advisors
New York
$406K +$2.05K +45 +0.5%
KAS
30
Kestra Advisory Services
Texas
$399K -$42.2K -925 -10%
LFAS
31
Level Four Advisory Services
Texas
$398K – – –
IAG
32
Ipsen Advisor Group
Arkansas
$394K +$394K +8,648 New
PCM
33
Parsons Capital Management
Rhode Island
$383K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$365K – – –
CAN
35
Cetera Advisor Networks
California
$351K -$22.8K -500 -6%
Citigroup
36
Citigroup
New York
$330K +$593 +13 +0.2%
SPC
37
Sigma Planning Corp
Michigan
$284K -$11.5K -252 -4%
PVAMC
38
PPS&V Asset Management Consultants
Michigan
$269K +$269K +5,901 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$216K +$216K +4,745 New
Franklin Resources
40
Franklin Resources
California
$192K – – –
BCWM
41
Bartlett & Co Wealth Management
Ohio
$164K – – –
BC
42
Bartlett & Co
Ohio
$164K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$107K +$50.9K +1,116 +91%
FCA
44
FinTrust Capital Advisors
South Carolina
$97.6K – – –
FFA
45
Farther Finance Advisors
California
$70.8K +$70.8K +1,552 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$60.5K +$1.23K +27 +2%
SPIA
47
Steward Partners Investment Advisory
New York
$52K – – –
BFPW
48
BOK Financial Private Wealth
Colorado
$39K – – –
MPCG
49
Matrix Private Capital Group
New York
$36.1K – – –
Corient Private Wealth
50
Corient Private Wealth
Florida
$35.6K +$35.6K +21,647 New
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