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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

81 hedge funds and large institutions have $90.3M invested in iShares Morningstar Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.5M
2
PWM
2
Perigon Wealth Management
California
$1.43M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$626K
4
SC
4
Savant Capital
Illinois
$250K
5
SFP
5
Strategic Financial Planning
Texas
$210K

Top Sellers

1
MWM
1
Mittelman Wealth Management
Massachusetts
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$389K
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$0
4
Ameriprise
4
Ameriprise
Minnesota
$1.25M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$791K +$141K +2,396 +22%
RIA
27
Richwood Investment Advisors
Ohio
$716K – – –
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$626K +$584K +9,943 +1,358%
MML Investors Services
29
MML Investors Services
Massachusetts
$555K +$114K +1,952 +26%
Citigroup
30
Citigroup
New York
$522K -$45.6K -777 -8%
PAG
31
Private Advisor Group
New Jersey
$510K +$117 +2 +0%
LFAS
32
Level Four Advisory Services
Texas
$508K – – –
Mariner
33
Mariner
Kansas
$508K -$19.8K -338 -4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$505K +$117 +2 +0%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$502K +$59 +1 +0%
PCM
36
Parsons Capital Management
Rhode Island
$493K – – –
JSA
37
Jim Saulnier & Associates
Colorado
$473K +$473K +8,064 New
NIWA
38
New Insight Wealth Advisors
California
$470K +$2.35K +40 +0.5%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$469K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$390K +$47.4K +807 +14%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$389K -$1.98M -33,808 -84%
FA
42
Flagstar Advisors
New York
$387K +$1.47K +25 +0.4%
PVAMC
43
PPS&V Asset Management Consultants
Michigan
$338K – – –
CKAIS
44
Christensen King & Associates Investment Services
Washington
$337K +$411 +7 +0.1%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$297K -$53.9K -919 -15%
SPIA
46
Steward Partners Investment Advisory
New York
$269K +$27.6K +471 +11%
SC
47
Savant Capital
Illinois
$250K +$250K +4,269 New
CWA
48
Continuum Wealth Advisors
New York
$242K – – –
ACA
49
Aptus Capital Advisors
Alabama
$232K -$161K -2,741 -41%
GWANC
50
Guardian Wealth Advisors (North Carolina)
North Carolina
$232K -$161K -2,741 -41%
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