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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

61 hedge funds and large institutions have $62.2M invested in iShares Morningstar Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
Advisory Services Network
Georgia
+$1.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$786K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$610K
4
ACP
Aveo Capital Partners
Colorado
+$510K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$366K

Top Sellers

1
VF
Virtu Financial
New York
-$623K
2
PAG
Private Advisor Group
New Jersey
-$532K
3
Morgan Stanley
Morgan Stanley
New York
-$446K
4
Citadel Advisors
Citadel Advisors
Florida
-$431K
5
Jane Street
Jane Street
New York
-$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$20K +$20K +468 New
FWM
52
Focused Wealth Management
New York
$19K – – –
TFGT
53
TS Financial Group (TSFG)
Illinois
$18K +$18K +420 New
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$17K – – –
RIA
55
Realta Investment Advisors
Delaware
$17K +$17K +400 New
CAC
56
Certified Advisory Corp
Florida
$12K – – –
APA
57
American Portfolios Advisors
New York
$8.47K – – –
GRP
58
Global Retirement Partners
California
$7K – – –
OAJ
59
Ogorek Anthony Joseph
New York
$6K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$1K +$300 +24 +43%
VF
61
Virtu Financial
New York
– -$623K -16,860 Closed
Jane Street
62
Jane Street
New York
– -$283K -7,648 Closed
IA
63
IFP Advisors
Florida
– -$12K -340 Closed
RWA
64
River Wealth Advisors
Pennsylvania
– -$12K -320 Closed
EWA
65
ERTS Wealth Advisors
Michigan
– -$12K -320 Closed
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
– -$7K -200 Closed
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