ISCB icon

iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$8.15M
2
ACP
Aveo Capital Partners
Colorado
$1.32M
3
AAS
Avantax Advisory Services
Texas
$3.14M
4
SFS
Sowell Financial Services
Arkansas
$669K
5
LPL Financial
LPL Financial
California
$5.91M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$22.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.87M
4
BPA
Beacon Pointe Advisors
California
$0
5
LP
LGL Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$3K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Goldman Sachs
53
Goldman Sachs
New York
– -$2.15M -43,648 Closed
BPA
54
Beacon Pointe Advisors
California
– -$218K -4,432 Closed
LP
55
LGL Partners
Pennsylvania
– -$201K -4,084 Closed
BSW
56
Buckingham Strategic Wealth
Missouri
– -$200K -4,056 Closed
NFG
57
Next Financial Group
Texas
– -$18K -356 Closed
FPCG
58
Fort Pitt Capital Group
Pennsylvania
– -$13K -256 Closed
1 2
3