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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

60 hedge funds and large institutions have $51.8M invested in iShares Morningstar Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
9
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.27M
2
ASN
Advisory Services Network
Georgia
+$788K
3
VF
Virtu Financial
New York
+$623K
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$583K
5
LFA
Legacy Financial Advisors
Kentucky
+$264K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$7.28M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.68M
3
Wells Fargo
Wells Fargo
California
-$1.38M
4
PAG
Private Advisor Group
New Jersey
-$794K
5
Jane Street
Jane Street
New York
-$516K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
51
River Wealth Advisors
Pennsylvania
$12K – – –
EWA
52
ERTS Wealth Advisors
Michigan
$12K +$12K +320 New
IA
53
IFP Advisors
Florida
$12K +$12K +340 New
CAC
54
Certified Advisory Corp
Florida
$10K – – –
APA
55
American Portfolios Advisors
New York
$7.39K – – –
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$7K -$66.8K -1,908 -91%
GRP
57
Global Retirement Partners
California
$7K +$2.23K +56 +47%
OAJ
58
Ogorek Anthony Joseph
New York
$5K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CWM
60
Cornerstone Wealth Management
Missouri
– -$100K -67,236 Closed
Franklin Resources
61
Franklin Resources
California
– -$207K -4,600 Closed
BA
62
Ballew Advisors
Mississippi
– -$43K -1,072 Closed
CPIG
63
Chicago Partners Investment Group
Illinois
– -$19K -472 Closed
ML
64
McAdam LLC
Pennsylvania
– -$19K -420 Closed
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
– -$9K -204 Closed
TFS
66
TrustCore Financial Services
Tennessee
– -$8K -180 Closed
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
– -$3K -60 Closed
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