ISCB icon

iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

84 hedge funds and large institutions have $89M invested in iShares Morningstar Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Adams Wealth Management
Utah
+$2.36M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.63M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.57M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$590K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$481K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$21.2M
2
AAS
Avantax Advisory Services
Texas
-$8.01M
3
UBS Group
UBS Group
Switzerland
-$140K
4
BAMG
Brand Asset Management Group
Missouri
-$127K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.07M +$107K +1,900 +11%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$927K +$590K +10,510 +175%
RIA
28
Richwood Investment Advisors
Ohio
$720K -$35.3K -628 -5%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$657K -$111K -1,968 -14%
RJA
30
Raymond James & Associates
Florida
$610K +$10.4K +185 +2%
PWM
31
Perigon Wealth Management
California
$604K -$2.47K -44 -0.4%
PAG
32
Private Advisor Group
New Jersey
$488K – – –
Citigroup
33
Citigroup
New York
$484K +$21.7K +386 +5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$481K +$481K +8,553 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$474K -$36K -639 -7%
PCM
36
Parsons Capital Management
Rhode Island
$472K – – –
LFAS
37
Level Four Advisory Services
Texas
$468K – – –
KAS
38
Kestra Advisory Services
Texas
$453K +$6.46K +115 +1%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$450K – – –
NIWA
40
New Insight Wealth Advisors
California
$445K +$12.6K +225 +3%
CAN
41
Cetera Advisor Networks
California
$433K +$56 +1 +0%
MML Investors Services
42
MML Investors Services
Massachusetts
$420K -$9.22K -164 -2%
Mariner
43
Mariner
Kansas
$417K -$4.83K -86 -1%
GWANC
44
Guardian Wealth Advisors (North Carolina)
North Carolina
$377K +$377K +6,700 New
ACA
45
Aptus Capital Advisors
Alabama
$377K +$377K +6,700 New
FA
46
Flagstar Advisors
New York
$370K -$35.5K -631 -9%
PVAMC
47
PPS&V Asset Management Consultants
Michigan
$337K +$675 +12 +0.2%
CKAIS
48
Christensen King & Associates Investment Services
Washington
$322K +$225 +4 +0.1%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$300K +$50.3K +895 +20%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$264K +$1.01K +18 +0.4%
1
2
3 4