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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

65 hedge funds and large institutions have $71M invested in iShares Morningstar Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.69M
2
AWM
Adams Wealth Management
Utah
+$1.36M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.31M
4
Bank of America
Bank of America
North Carolina
+$1.19M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$722K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$2.15M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
3
FTUS
Flow Traders U.S.
New York
-$531K
4
Ameriprise
Ameriprise
Minnesota
-$315K
5
Morgan Stanley
Morgan Stanley
New York
-$69.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
51
Highlander Capital Management
New Jersey
$29K – – –
EWA
52
EverSource Wealth Advisors
Alabama
$27.2K +$27.2K +574 New
TFGT
53
TS Financial Group (TSFG)
Illinois
$20K – – –
CTA
54
Colonial Trust Advisors
South Carolina
$17.6K – – –
WT
55
Washington Trust
Rhode Island
$14.2K – – –
CIA
56
Cape Investment Advisory
Georgia
$14.2K +$14.2K +300 New
GRP
57
Global Retirement Partners
California
$13.1K – – –
BAM
58
Belpointe Asset Management
Nevada
$12K -$7.96K -168 -40%
HNB
59
Huntington National Bank
Ohio
$10.6K – – –
AIC
60
Archer Investment Corporation
Indiana
$9.86K – – –
WIM
61
Westside Investment Management
California
$7.58K +$7.58K +160 New
ASN
62
Advisory Services Network
Georgia
$6.17K – – –
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$5.69K – – –
FWM
64
Focused Wealth Management
New York
$4.3K +$47 +1 +1%
SS
65
Sunbelt Securities
Texas
$3.71K +$3.71K +80 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.12K -$32 -681 -3%
Citadel Advisors
67
Citadel Advisors
Florida
– -$1.27M -27,825 Closed
FTUS
68
Flow Traders U.S.
New York
– -$531K -11,634 Closed
MCC
69
Money Concepts Capital
Florida
– -$32.8K -720 Closed
RIA
70
Realta Investment Advisors
Delaware
– -$18.2K -400 Closed
ADL
71
Asset Dedication LLC
California
– -$17K -372 Closed
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
– -$2K -60 Closed
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