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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

81 hedge funds and large institutions have $94M invested in iShares Morningstar Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11M
2
LPL Financial
LPL Financial
California
+$4.07M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.01M
4
Bank of America
Bank of America
North Carolina
+$457K
5
AAS
Avantax Advisory Services
Texas
+$367K

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$3.77M
2
Jane Street
Jane Street
New York
-$613K
3
MML Investors Services
MML Investors Services
Massachusetts
-$508K
4
BAMG
Brand Asset Management Group
Missouri
-$244K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$224K
Name Holding Trade Value Shares
Change 		Shares
Change %
JSA
26
Jim Saulnier & Associates
Colorado
$605K -$27.1K -465 -4%
RIA
27
Richwood Investment Advisors
Ohio
$584K -$9.32K -160 -2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$511K +$46.1K +790 +10%
LFAS
29
Level Four Advisory Services
Texas
$509K – – –
AF
30
Apexium Financial
Texas
$484K -$52.7K -905 -10%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$466K – – –
PWM
32
Perigon Wealth Management
California
$441K -$5.48K -94 -1%
OFG
33
Opulen Financial Group
Virginia
$438K -$50.6K -868 -10%
PAG
34
Private Advisor Group
New Jersey
$437K -$46K -790 -10%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$424K +$1.05K +18 +0.2%
NIWA
36
New Insight Wealth Advisors
California
$414K -$28.5K -489 -6%
PCM
37
Parsons Capital Management
Rhode Island
$378K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$369K -$178K -3,048 -33%
Mariner
39
Mariner
Kansas
$363K -$155K -2,665 -30%
PVAMC
40
PPS&V Asset Management Consultants
Michigan
$335K – – –
CKAIS
41
Christensen King & Associates Investment Services
Washington
$331K +$291 +5 +0.1%
FA
42
Flagstar Advisors
New York
$330K -$49.5K -849 -13%
SPIA
43
Steward Partners Investment Advisory
New York
$318K +$12.2K +210 +4%
PFA
44
Pathway Financial Advisors
Vermont
$254K +$254K +4,350 New
ACA
45
Aptus Capital Advisors
Alabama
$237K +$641 +11 +0.3%
GWANC
46
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K +$641 +11 +0.3%
Creative Planning
47
Creative Planning
Kansas
$229K +$3.56K +61 +2%
BPA
48
Beacon Pointe Advisors
California
$225K – – –
EH
49
Equitable Holdings
New York
$221K +$350 +6 +0.2%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$210K – – –
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