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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

74 hedge funds and large institutions have $103M invested in iShares Morningstar Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$40.3M
2
Wells Fargo
Wells Fargo
California
$3.29M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.58M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.87M
5
AAS
Avantax Advisory Services
Texas
$10.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
LPL Financial
LPL Financial
California
$4.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$321K
4
Osaic Holdings
Osaic Holdings
Arizona
$1.69M
5
Ameriprise
Ameriprise
Minnesota
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Perigon Wealth Management
California
$578K +$5.25K +98 +0.9%
RJA
27
Raymond James & Associates
Florida
$572K -$62.7K -1,170 -10%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$486K -$18K -335 -4%
LFAS
29
Level Four Advisory Services
Texas
$468K – – –
PAG
30
Private Advisor Group
New Jersey
$465K -$23.5K -439 -5%
PCM
31
Parsons Capital Management
Rhode Island
$450K – – –
Citigroup
32
Citigroup
New York
$441K +$58.8K +1,096 +15%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$429K – – –
KAS
34
Kestra Advisory Services
Texas
$426K +$6.54K +122 +2%
CAN
35
Cetera Advisor Networks
California
$413K -$8.15K -152 -2%
NIWA
36
New Insight Wealth Advisors
California
$412K +$412K +7,686 New
MML Investors Services
37
MML Investors Services
Massachusetts
$409K +$214 +4 +0.1%
Mariner
38
Mariner
Kansas
$402K +$78.4K +1,463 +24%
FA
39
Flagstar Advisors
New York
$386K +$38.8K +724 +11%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$321K -$1M -18,729 -76%
PVAMC
41
PPS&V Asset Management Consultants
Michigan
$320K +$2.31K +43 +0.7%
CKAIS
42
Christensen King & Associates Investment Services
Washington
$307K +$307K +5,728 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$251K +$76K +1,417 +43%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$238K +$167K +3,120 +237%
CWA
45
Continuum Wealth Advisors
New York
$221K +$221K +4,116 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$215K +$215K +4,008 New
BPA
47
Beacon Pointe Advisors
California
$207K +$207K +3,860 New
MFG
48
Merit Financial Group
Georgia
$201K +$201K +3,752 New
BCWM
49
Bartlett & Co Wealth Management
Ohio
$195K – – –
BC
50
Bartlett & Co
Ohio
$195K – – –
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2
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