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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

79 hedge funds and large institutions have $86.5M invested in iShares Morningstar Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
28
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.18M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.49M
3
Creative Planning
3
Creative Planning
Kansas
$201K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$817K
5
PWM
5
Perigon Wealth Management
California
$739K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$311K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$19.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.54M
5
UBS Group
5
UBS Group
Switzerland
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$1.05M -$20.7K -384 -2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$817K +$187K +3,477 +30%
PWM
28
Perigon Wealth Management
California
$739K +$160K +2,976 +28%
RIA
29
Richwood Investment Advisors
Ohio
$657K -$33.1K -615 -5%
RJA
30
Raymond James & Associates
Florida
$597K +$12.1K +224 +2%
Citigroup
31
Citigroup
New York
$521K +$57.2K +1,061 +12%
Mariner
32
Mariner
Kansas
$485K +$85.3K +1,583 +21%
LFAS
33
Level Four Advisory Services
Texas
$470K – – –
PAG
34
Private Advisor Group
New Jersey
$468K +$54 +1 +0%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$464K +$9.87K +183 +2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$461K – – –
PCM
37
Parsons Capital Management
Rhode Island
$453K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$431K – – –
NIWA
39
New Insight Wealth Advisors
California
$429K +$2.69K +50 +0.6%
MML Investors Services
40
MML Investors Services
Massachusetts
$405K +$2.27K +42 +0.6%
ACA
41
Aptus Capital Advisors
Alabama
$361K – – –
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$361K – – –
FA
43
Flagstar Advisors
New York
$354K -$54 -1 -0%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$322K +$69K +1,281 +27%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$315K +$27.5K +511 +10%
Citadel Advisors
46
Citadel Advisors
Florida
$311K -$1.2M -22,221 -79%
PVAMC
47
PPS&V Asset Management Consultants
Michigan
$310K -$12.6K -234 -4%
CKAIS
48
Christensen King & Associates Investment Services
Washington
$309K +$269 +5 +0.1%
SPIA
49
Steward Partners Investment Advisory
New York
$222K +$32.6K +606 +17%
CWA
50
Continuum Wealth Advisors
New York
$222K – – –
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