iShares Morningstar Small-Cap ETF
ISCB
64 hedge funds and large institutions have $68M invested in iShares Morningstar Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
5% more funds holding
Funds holding: 61 → 64 (+3)
0% more capital invested
Capital invested by funds: $67.7M → $68M (+$262K)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
3.7% less ownership
Funds ownership: 114.46% → 110.76% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.97M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.65M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$411K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$292K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.73M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.94M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$615K |
| 4 |
Jane Street
New York
|
-$575K |
| 5 |
VF
Virtu Financial
New York
|
-$459K |
ISCB Hedge Fund Activity: Q4 2019 in Review
64 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q4 2019, worth a combined $68M — up 0.39% from $67.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ISCB positions and 6 closed out — a net gain of 3 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $1.97M. The largest seller was Royal Bank of Canada, cutting an estimated $6.73M.
- 64 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q4 2019, up from 61 in Q3 2019.
- Funds reported $68M of iShares Morningstar Small-Cap ETF stock for Q4 2019, up 0.39% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Small-Cap ETF positions in Q4 2019 and 6 closed out, a net change of +3 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $1.97M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $6.73M sold.
Based on aggregated 13F filings for Q4 2019.