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iShares Morningstar Small-Cap ETF
ISCB

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

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

2% more funds holding

Funds holding: 81 → 83 (+2)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0.1% more ownership

Funds ownership: 38.97% → 39.07% (+0.1%)

1% less capital invested

Capital invested by funds: $90.3M → $89.4M (-$857K)

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.09%
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

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$525K
2
Citadel Advisors
Citadel Advisors
Florida
+$396K
3
AWM
Adams Wealth Management
Utah
+$332K
4
CI
CacheTech Inc
Utah
+$332K
5
AF
Apexium Financial
Texas
+$317K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.09M
2
Osaic Holdings
Osaic Holdings
Arizona
-$664K
3
Morgan Stanley
Morgan Stanley
New York
-$358K
4
SC
Savant Capital
Illinois
-$250K
5
NS
NBC Securities
Alabama
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
26
Richwood Investment Advisors
Ohio
$687K -$29K -480 -4%
JP Morgan Chase
27
JP Morgan Chase
New York
$634K +$7.56K +125 +1%
JSA
28
Jim Saulnier & Associates
Colorado
$610K +$141K +2,339 +29%
Citadel Advisors
29
Citadel Advisors
Florida
$585K +$396K +6,549 +191%
MML Investors Services
30
MML Investors Services
Massachusetts
$552K -$3.45K -57 -0.6%
Citigroup
31
Citigroup
New York
$522K -$242 -4 -0%
Mariner
32
Mariner
Kansas
$522K +$14.2K +235 +3%
LFAS
33
Level Four Advisory Services
Texas
$512K – – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$501K -$847 -14 -0.2%
PCM
35
Parsons Capital Management
Rhode Island
$493K – – –
OFG
36
Opulen Financial Group
Virginia
$491K +$506K +8,374 New
PAG
37
Private Advisor Group
New Jersey
$486K -$24.3K -402 -5%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$473K -$3.09M -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 -$41.5K -687 -8%
NIWA
41
New Insight Wealth Advisors
California
$459K -$10.9K -181 -2%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$409K +$19.7K +326 +5%
FA
43
Flagstar Advisors
New York
$389K +$1.63K +27 +0.4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$369K -$20.6K -340 -5%
CKAIS
45
Christensen King & Associates Investment Services
Washington
$338K -$3.99K -66 -1%
PVAMC
46
PPS&V Asset Management Consultants
Michigan
$338K – – –
AF
47
Apexium Financial
Texas
$307K +$317K +5,240 New
SPIA
48
Steward Partners Investment Advisory
New York
$298K +$29.8K +493 +11%
CWA
49
Continuum Wealth Advisors
New York
$241K – – –
ACA
50
Aptus Capital Advisors
Alabama
$237K +$4.84K +80 +2%
1
2
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ISCB Hedge Fund Activity: Q4 2024 in Review

83 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q4 2024, worth a combined $89.4M — down 0.95% from $90.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ISCB positions and 3 closed out — a net gain of 6 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $525K. The largest seller was Susquehanna International Group, cutting an estimated $3.09M.

  • 83 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q4 2024, up from 81 in Q3 2024.
  • Funds reported $89.4M of iShares Morningstar Small-Cap ETF stock for Q4 2024, down 0.95% quarter-over-quarter.
  • 9 funds opened new iShares Morningstar Small-Cap ETF positions in Q4 2024 and 3 closed out, a net change of +6 holders.
  • The largest iShares Morningstar Small-Cap ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $525K added.
  • The largest iShares Morningstar Small-Cap ETF seller in Q4 2024 was Susquehanna International Group, an estimated $3.09M sold.

Based on aggregated 13F filings for Q4 2024.