iShares Morningstar Small-Cap ETF
ISCB
53 hedge funds and large institutions have $82.5M invested in iShares Morningstar Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 6 closing their positions.
21% more capital invested
Capital invested by funds: $68.4M → $82.5M (+$14M)
13.04% more ownership
Funds ownership: 126.06% → 139.1% (+13%)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
4% less funds holding
Funds holding: 55 → 53 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$6.41M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$2.42M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$1.27M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.24M |
| 5 |
LPL Financial
San Diego,
California
|
+$432K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.15M |
| 2 |
Morgan Stanley
New York
|
-$647K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$450K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$218K |
| 5 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $3K | – | – | – |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
53
Goldman Sachs
New York
| – | -$2.15M | -43,648 | Closed |
|
|
BPA
54
Beacon Pointe Advisors
Newport Beach,
California
| – | -$218K | -4,432 | Closed |
|
|
LP
55
LGL Partners
Philadelphia,
Pennsylvania
| – | -$201K | -4,084 | Closed |
|
|
BSW
56
Buckingham Strategic Wealth
Clayton,
Missouri
| – | -$200K | -4,056 | Closed |
|
|
NFG
57
Next Financial Group
Houston,
Texas
| – | -$18K | -356 | Closed |
|
|
FPCG
58
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| – | -$13K | -256 | Closed |
|
59
UBS Group
Zurich,
Switzerland
| – | +$18.7K | +344 | +1% |
|
ISCB Hedge Fund Activity: Q1 2021 in Review
53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q1 2021, worth a combined $82.5M — up 21% from $68.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of ISCB and 4 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 14 added.
The largest buyer was Citadel Advisors, adding an estimated $6.41M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.15M sold.
- 53 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q1 2021, down from 55 in Q4 2020.
- Funds reported $82.5M of iShares Morningstar Small-Cap ETF stock for Q1 2021, up 21% quarter-over-quarter.
- 4 funds opened new iShares Morningstar Small-Cap ETF positions in Q1 2021 and 6 closed out, a net change of -2 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q1 2021 was Citadel Advisors, an estimated $6.41M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q1 2021 was Goldman Sachs, an estimated $2.15M sold.
Based on aggregated 13F filings for Q1 2021.