iShares Morningstar Small-Cap ETF
ISCB
ISCB
55 hedge funds and large institutions have $68.4M invested in iShares Morningstar Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$5.38M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$3.19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.89M |
| 4 |
Morgan Stanley
New York
|
-$2.61M |
| 5 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$974K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FPCG
51
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $13K | +$13K | +256 | New |
|
|
AIC
52
Archer Investment Corporation
Carmel,
Indiana
| $10.3K | – | – | – |
|
|
FWM
53
Focused Wealth Management
Newburgh,
New York
| $4K | -$16.2K | -356 | -80% |
|
|
GRP
54
Global Retirement Partners
San Rafael,
California
| $3K | – | – | – |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
ACP
56
Aveo Capital Partners
Englewood,
Colorado
| – | -$974K | -24,856 | Closed |
|
|
BMCM
57
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| – | -$216K | -5,512 | Closed |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| – | -$118K | -3,000 | Closed |
|
|
NNP
59
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$30K | -764 | Closed |
|
|
OAJ
60
Ogorek Anthony Joseph
Williamsville,
New York
| – | -$5K | -152 | Closed |
|
|
61
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$3.19M | – | – |
|
|
HNB
62
Huntington National Bank
Columbus,
Ohio
| – | -$3K | – | – |
|