ISCB icon

iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

83 hedge funds and large institutions have $89.4M invested in iShares Morningstar Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$806K
2
Citadel Advisors
Citadel Advisors
Florida
$585K
3
CI
CacheTech Inc
Utah
$2.86M
4
AWM
Adams Wealth Management
Utah
$2.86M
5
AF
Apexium Financial
Texas
$307K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$473K
2
Osaic Holdings
Osaic Holdings
Arizona
$1.01M
3
Morgan Stanley
Morgan Stanley
New York
$22.1M
4
SC
Savant Capital
Illinois
$0
5
NS
NBC Securities
Alabama
$127
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
26
Richwood Investment Advisors
Ohio
$687K -$28.2K -480 -4%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$634K +$7.33K +125 +1%
JSA
28
Jim Saulnier & Associates
Colorado
$610K +$137K +2,339 +29%
Citadel Advisors
29
Citadel Advisors
Florida
$585K +$384K +6,549 +191%
MML Investors Services
30
MML Investors Services
Massachusetts
$552K -$3.35K -57 -0.6%
Citigroup
31
Citigroup
New York
$522K -$235 -4 -0%
Mariner
32
Mariner
Kansas
$522K +$13.8K +235 +3%
LFAS
33
Level Four Advisory Services
Texas
$512K – – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$501K -$821 -14 -0.2%
PCM
35
Parsons Capital Management
Rhode Island
$493K – – –
OFG
36
Opulen Financial Group
Virginia
$491K +$491K +8,374 New
PAG
37
Private Advisor Group
New Jersey
$486K -$23.6K -402 -5%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$473K -$3M -51,081 -86%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$469K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$465K -$40.3K -687 -8%
NIWA
41
New Insight Wealth Advisors
California
$459K -$10.6K -181 -2%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$409K +$19.1K +326 +5%
FA
43
Flagstar Advisors
New York
$389K +$1.58K +27 +0.4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$369K -$20K -340 -5%
CKAIS
45
Christensen King & Associates Investment Services
Washington
$338K -$3.93K -66 -1%
PVAMC
46
PPS&V Asset Management Consultants
Michigan
$338K – – –
AF
47
Apexium Financial
Texas
$307K +$307K +5,240 New
SPIA
48
Steward Partners Investment Advisory
New York
$298K +$28.9K +493 +11%
CWA
49
Continuum Wealth Advisors
New York
$241K – – –
ACA
50
Aptus Capital Advisors
Alabama
$237K +$4.69K +80 +2%
1
2
3 4