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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

80 hedge funds and large institutions have $80.9M invested in iShares Morningstar Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$613K
2
KPWG
KFA Private Wealth Group
Virginia
+$588K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$494K
4
AWS
Atria Wealth Solutions
New York
+$225K
5
AF
Apexium Financial
Texas
+$215K

Top Sellers

1
ACP
Aveo Capital Partners
Colorado
-$1.17M
2
PWM
Perigon Wealth Management
California
-$909K
3
Morgan Stanley
Morgan Stanley
New York
-$637K
4
Osaic Holdings
Osaic Holdings
Arizona
-$296K
5
CWA
Continuum Wealth Advisors
New York
-$241K
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWG
26
KFA Private Wealth Group
Virginia
$588K +$588K +10,848 New
JSA
27
Jim Saulnier & Associates
Colorado
$587K +$23.9K +441 +4%
RIA
28
Richwood Investment Advisors
Ohio
$551K -$83.4K -1,540 -13%
MML Investors Services
29
MML Investors Services
Massachusetts
$508K -$1.3K -24 -0.3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$508K +$167K +3,088 +49%
AF
31
Apexium Financial
Texas
$499K +$215K +3,977 +76%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$490K +$27K +499 +6%
Mariner
33
Mariner
Kansas
$482K – – –
LFAS
34
Level Four Advisory Services
Texas
$473K – – –
OFG
35
Opulen Financial Group
Virginia
$454K +$596 +11 +0.1%
PAG
36
Private Advisor Group
New Jersey
$449K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$433K – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$432K +$2.87K +53 +0.7%
PWM
39
Perigon Wealth Management
California
$415K -$909K -16,782 -69%
NIWA
40
New Insight Wealth Advisors
California
$411K -$12.2K -226 -3%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$393K +$15.3K +282 +4%
FA
42
Flagstar Advisors
New York
$352K -$6.72K -124 -2%
PCM
43
Parsons Capital Management
Rhode Island
$351K -$104K -1,920 -23%
CKAIS
44
Christensen King & Associates Investment Services
Washington
$319K +$281 +5 +0.1%
PVAMC
45
PPS&V Asset Management Consultants
Michigan
$312K – – –
Citigroup
46
Citigroup
New York
$302K -$180K -3,318 -37%
Citadel Advisors
47
Citadel Advisors
Florida
$301K -$240K -4,431 -44%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$288K -$149K -2,757 -34%
SPIA
49
Steward Partners Investment Advisory
New York
$284K +$8.56K +158 +3%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$224K +$10.2K +188 +5%
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