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iShares Morningstar Small-Cap ETF
ISCB

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

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

0.77% less ownership

Funds ownership: 39.07% → 38.3% (-0.77%)

4% less funds holding

Funds holding: 83 → 80 (-3)

10% less capital invested

Capital invested by funds: $89.4M → $80.9M (-$8.5M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.07%
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

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$661K
2
KPWG
KFA Private Wealth Group
Virginia
+$633K
3
JP Morgan Chase
JP Morgan Chase
New York
+$533K
4
AWS
Atria Wealth Solutions
New York
+$243K
5
AF
Apexium Financial
Texas
+$232K

Top Sellers

Rank Fund Capital Flow
1
ACP
Aveo Capital Partners
Colorado
-$1.17M
2
PWM
Perigon Wealth Management
California
-$980K
3
Morgan Stanley
Morgan Stanley
New York
-$687K
4
Osaic Holdings
Osaic Holdings
Arizona
-$319K
5
Citadel Advisors
Citadel Advisors
Florida
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
26
KFA Private Wealth Group
Virginia
$588K +$633K +10,848 New
JSA
27
Jim Saulnier & Associates
Colorado
$587K +$25.7K +441 +4%
RIA
28
Richwood Investment Advisors
Ohio
$551K -$89.9K -1,540 -13%
MML Investors Services
29
MML Investors Services
Massachusetts
$508K -$1.4K -24 -0.3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$508K +$180K +3,088 +49%
AF
31
Apexium Financial
Texas
$499K +$232K +3,977 +76%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$490K +$29.1K +499 +6%
Mariner
33
Mariner
Kansas
$482K – – –
LFAS
34
Level Four Advisory Services
Texas
$473K – – –
OFG
35
Opulen Financial Group
Virginia
$454K +$642 +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 +$3.09K +53 +0.7%
PWM
39
Perigon Wealth Management
California
$415K -$980K -16,782 -69%
NIWA
40
New Insight Wealth Advisors
California
$411K -$13.2K -226 -3%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$393K +$16.5K +282 +4%
FA
42
Flagstar Advisors
New York
$352K -$7.24K -124 -2%
PCM
43
Parsons Capital Management
Rhode Island
$351K -$112K -1,920 -23%
CKAIS
44
Christensen King & Associates Investment Services
Washington
$319K +$292 +5 +0.1%
PVAMC
45
PPS&V Asset Management Consultants
Michigan
$312K – – –
Citigroup
46
Citigroup
New York
$302K -$194K -3,318 -37%
Citadel Advisors
47
Citadel Advisors
Florida
$301K -$259K -4,431 -44%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$288K -$161K -2,757 -34%
SPIA
49
Steward Partners Investment Advisory
New York
$284K +$9.22K +158 +3%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$224K +$11K +188 +5%
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ISCB Hedge Fund Activity: Q1 2025 in Review

80 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q1 2025, worth a combined $80.9M — down 9.5% from $89.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ISCB and 5 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 30 added.

The largest buyer was Jane Street, opening a new position worth an estimated $661K. The largest seller was Aveo Capital Partners, exiting entirely with an estimated $1.17M sold.

  • 80 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q1 2025, down from 83 in Q4 2024.
  • Funds reported $80.9M of iShares Morningstar Small-Cap ETF stock for Q1 2025, down 9.5% quarter-over-quarter.
  • 5 funds opened new iShares Morningstar Small-Cap ETF positions in Q1 2025 and 7 closed out, a net change of -2 holders.
  • The largest iShares Morningstar Small-Cap ETF buyer in Q1 2025 was Jane Street, an estimated $661K added.
  • The largest iShares Morningstar Small-Cap ETF seller in Q1 2025 was Aveo Capital Partners, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2025.