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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

69 hedge funds and large institutions have $73.1M invested in iShares Morningstar Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.02M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.82M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.16M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$722K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$954K
2
AWM
2
Adams Wealth Management
Utah
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.7K
4
Bank of America
4
Bank of America
North Carolina
$2.36M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
26
Richwood Investment Advisors
Ohio
$633K -$5.41K -115 -0.8%
RJA
27
Raymond James & Associates
Florida
$558K +$8.05K +171 +1%
PWM
28
Perigon Wealth Management
California
$503K -$5.84K -124 -1%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$481K -$5.32K -113 -1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$442K -$41.9K -891 -9%
PAG
31
Private Advisor Group
New Jersey
$429K -$20.7K -440 -5%
LFAS
32
Level Four Advisory Services
Texas
$411K – – –
PCM
33
Parsons Capital Management
Rhode Island
$395K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$377K – – –
CAN
35
Cetera Advisor Networks
California
$370K +$7.06K +150 +2%
KAS
36
Kestra Advisory Services
Texas
$368K +$10.9K +231 +3%
MML Investors Services
37
MML Investors Services
Massachusetts
$359K +$132K +2,810 +58%
Citigroup
38
Citigroup
New York
$336K -$3.81K -81 -1%
FA
39
Flagstar Advisors
New York
$307K -$60.7K -1,283 -17%
Mariner
40
Mariner
Kansas
$284K +$284K +6,033 New
PVAMC
41
PPS&V Asset Management Consultants
Michigan
$279K – – –
BCWM
42
Bartlett & Co Wealth Management
Ohio
$170K – – –
BC
43
Bartlett & Co
Ohio
$170K – – –
Franklin Resources
44
Franklin Resources
California
$165K -$33K -700 -17%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$153K -$188 -4 -0.1%
NS
46
NBC Securities
Alabama
$106K +$106K +2,270 New
FCA
47
FinTrust Capital Advisors
South Carolina
$101K – – –
FFA
48
Farther Finance Advisors
California
$73.1K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$61.9K -$16K -340 -21%
SPIA
50
Steward Partners Investment Advisory
New York
$53.8K – – –
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