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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

63 hedge funds and large institutions have $73.6M invested in iShares Morningstar Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$671K
2
SFS
Sowell Financial Services
Arkansas
+$516K
3
TRCT
Tower Research Capital (TRC)
New York
+$337K
4
Osaic Holdings
Osaic Holdings
Arizona
+$264K
5
LP
LGL Partners
Pennsylvania
+$234K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$820K
2
SAS
Sanford Advisory Services
Michigan
-$252K
3
BPA
Beacon Pointe Advisors
California
-$217K
4
LPL Financial
LPL Financial
California
-$169K
5
UBS Group
UBS Group
Switzerland
-$169K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$39.2K +$114 +2 +0.3%
HCM
52
Highlander Capital Management
New Jersey
$35K – – –
SWM
53
Spire Wealth Management
Virginia
$29K +$114 +2 +0.4%
SPIA
54
Steward Partners Investment Advisory
New York
$25K – – –
TFGT
55
TS Financial Group (TSFG)
Illinois
$24K – – –
WT
56
Washington Trust
Rhode Island
$17K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$17K – – –
HI
58
Harbour Investments
Wisconsin
$13K -$84.3K -1,459 -87%
AIC
59
Archer Investment Corporation
Indiana
$11.9K – – –
FWM
60
Focused Wealth Management
New York
$5K – – –
KFP
61
KB Financial Partners
New Jersey
$3K +$3K +52 New
GRP
62
Global Retirement Partners
California
$1K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +20 New
BPA
64
Beacon Pointe Advisors
California
– -$217K -3,860 Closed
IF
65
Ironwood Financial
Arizona
– -$101K -1,804 Closed
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