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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

60 hedge funds and large institutions have $67.6M invested in iShares Morningstar Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
60
Holders Change
-6
Holders Change %
-9.09%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$8M
2
UBS Group
2
UBS Group
Switzerland
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.12M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
WWM
3
Western Wealth Management
Colorado
$0
4
LPL Financial
4
LPL Financial
California
$3.87M
5
AWS
5
Atria Wealth Solutions
New York
$2.43M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
51
Spire Wealth Management
Virginia
$23K 515 +2 +0.4%
TFGT
52
TS Financial Group (TSFG)
Illinois
$19K 420 – –
SPIA
53
Steward Partners Investment Advisory
New York
$19K 440 – –
WT
54
Washington Trust
Rhode Island
$13K 300 – –
HI
55
Harbour Investments
Wisconsin
$10K 225 +225 New
AIC
56
Archer Investment Corporation
Indiana
$9.2K 208 – –
APA
57
American Portfolios Advisors
New York
$8.85K 200 -485 -71%
FWM
58
Focused Wealth Management
New York
$4K 89 – –
GRP
59
Global Retirement Partners
California
$2K 56 – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$2K 60 +40 +200%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
– – -14,046 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– – -13,919 Closed
WWM
63
Western Wealth Management
Colorado
– – -12,516 Closed
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
– – -4,379 Closed
FWM
65
FFT Wealth Management
Pennsylvania
– – -4,084 Closed
BPA
66
Beacon Pointe Advisors
California
– – -3,952 Closed
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
– – -475 Closed
T
68
TCWP
Ohio
– – -420 Closed
DB
69
Dravo Bay
Delaware
– – -357 Closed
BFC
70
Bedel Financial Consulting
Indiana
– – -18 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
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