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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

64 hedge funds and large institutions have $67.4M invested in iShares Morningstar Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$3.03M
2
Wells Fargo
Wells Fargo
California
$3.08M
3
AAS
Avantax Advisory Services
Texas
$8.37M
4
LPL Financial
LPL Financial
California
$4.14M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$216K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$915K
2
TRCT
Tower Research Capital (TRC)
New York
$0
3
PAG
Private Advisor Group
New Jersey
$0
4
Morgan Stanley
Morgan Stanley
New York
$16.4M
5
FTUS
Flow Traders U.S.
New York
$531K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
51
Money Concepts Capital
Florida
$32.8K -$7.84K -172 -19%
HCM
52
Highlander Capital Management
New Jersey
$28K – – –
BAM
53
Belpointe Asset Management
Nevada
$19.2K +$19.2K +421 New
TFGT
54
TS Financial Group (TSFG)
Illinois
$19K – – –
RIA
55
Realta Investment Advisors
Delaware
$18.2K – – –
ADL
56
Asset Dedication LLC
California
$17K +$17K +372 New
CTA
57
Colonial Trust Advisors
South Carolina
$17K +$17K +372 New
WT
58
Washington Trust
Rhode Island
$13.7K – – –
GRP
59
Global Retirement Partners
California
$13.1K +$10.5K +231 +413%
AIC
60
Archer Investment Corporation
Indiana
$9.49K – – –
ASN
61
Advisory Services Network
Georgia
$5.91K +$5.91K +130 New
CSPIA
62
Cary Street Partners Investment Advisory
Virginia
$5.47K +$5.47K +120 New
FWM
63
Focused Wealth Management
New York
$4.12K – – –
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$2K – – –
TRCT
65
Tower Research Capital (TRC)
New York
– -$927K -21,708 Closed
PAG
66
Private Advisor Group
New Jersey
– -$498K -11,672 Closed
Mariner
67
Mariner
Kansas
– -$233K -5,449 Closed
UCFA
68
United Capital Financial Advisors
Texas
– -$207K -4,849 Closed
GWSG
69
GPS Wealth Strategies Group
Colorado
– -$17K -401 Closed
HI
70
Harbour Investments
Wisconsin
– -$10K -225 Closed
OPW
71
Oxler Private Wealth
New York
– -$4.52K -40 Closed
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