iShares Morningstar Small-Cap ETF
ISCB
49 hedge funds and large institutions have $66.5M invested in iShares Morningstar Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
7% more funds holding
Funds holding: 46 → 49 (+3)
1% more capital invested
Capital invested by funds: $65.8M → $66.5M (+$686K)
7.07% less ownership
Funds ownership: 108.84% → 101.77% (-7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.97M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.52M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.18M |
| 4 |
Morgan Stanley
New York
|
+$463K |
| 5 |
LPL Financial
San Diego,
California
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.88M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.16M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.74M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$840K |
| 5 |
ACI
Alpha Cubed Investments
Irvine,
California
|
-$262K |
ISCB Hedge Fund Activity: Q4 2017 in Review
49 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q4 2017, worth a combined $66.5M — up 1% from $65.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ISCB positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Ameriprise, adding an estimated $3.97M. The largest seller was Jane Street, cutting an estimated $4.88M.
- 49 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q4 2017, up from 46 in Q3 2017.
- Funds reported $66.5M of iShares Morningstar Small-Cap ETF stock for Q4 2017, up 1% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Small-Cap ETF positions in Q4 2017 and 5 closed out, a net change of +3 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q4 2017 was Ameriprise, an estimated $3.97M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q4 2017 was Jane Street, an estimated $4.88M sold.
Based on aggregated 13F filings for Q4 2017.