ISCB icon

iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.04M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.72M
3
Citadel Advisors
Citadel Advisors
Florida
+$426K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$303K
5
AAS
Avantax Advisory Services
Texas
+$236K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.99M
2
Ameriprise
Ameriprise
Minnesota
-$2.01M
3
ASN
Advisory Services Network
Georgia
-$638K
4
Jane Street
Jane Street
New York
-$575K
5
VF
Virtu Financial
New York
-$459K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPCG
51
Matrix Private Capital Group
New York
$32K +$32K +672 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$31K – – –
HCM
53
Highlander Capital Management
New Jersey
$29K – – –
GWM
54
Geneos Wealth Management
Colorado
$25K – – –
FWM
55
Focused Wealth Management
New York
$21K – – –
WEC
56
Winslow Evans & Crocker
Massachusetts
$20K – – –
TFGT
57
TS Financial Group (TSFG)
Illinois
$20K – – –
RIA
58
Realta Investment Advisors
Delaware
$19K – – –
NFG
59
Next Financial Group
Texas
$17K – – –
AIC
60
Archer Investment Corporation
Indiana
$10K +$10K +208 New
OAJ
61
Ogorek Anthony Joseph
New York
$7K – – –
CAC
62
Certified Advisory Corp
Florida
$5K -$7.32K -164 -59%
GRP
63
Global Retirement Partners
California
$3K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Jane Street
65
Jane Street
New York
– -$575K -13,144 Closed
VF
66
Virtu Financial
New York
– -$459K -10,488 Closed
LFA
67
Legacy Financial Advisors
Kentucky
– -$313K -7,144 Closed
BSW
68
Buckingham Strategic Wealth
Missouri
– -$223K -5,096 Closed
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
– -$20K -468 Closed
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
– -$18K -412 Closed
1 2
3