iShares Morningstar Small-Cap ETF
ISCB
ISCB
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Holders
79
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.29M | |
| 2 | +$846K | |
| 3 | +$201K | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$187K |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$160K |
Top Sellers
| 1 | -$1.2M | |
| 2 | -$1.07M | |
| 3 | -$533K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$362K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$230K |