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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

69 hedge funds and large institutions have $77.9M invested in iShares Morningstar Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.12M
2
PWM
2
Perigon Wealth Management
California
$538K
3
LPL Financial
3
LPL Financial
California
$6.75M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.48M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$635K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$374K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
51
Farther Finance Advisors
California
$77.2K – – –
SPIA
52
Steward Partners Investment Advisory
New York
$56.8K +$99 +2 +0.2%
BFPW
53
BOK Financial Private Wealth
Colorado
$42.6K – – –
MPCG
54
Matrix Private Capital Group
New York
$39.4K – – –
HCM
55
Highlander Capital Management
New Jersey
$30K – – –
EWA
56
EverSource Wealth Advisors
Alabama
$28.5K – – –
TFGT
57
TS Financial Group (TSFG)
Illinois
$21K – – –
RIA
58
Realta Investment Advisors
Delaware
$19.9K +$19.9K +400 New
CTA
59
Colonial Trust Advisors
South Carolina
$18.5K – – –
CIA
60
Cape Investment Advisory
Georgia
$14.9K – – –
WT
61
Washington Trust
Rhode Island
$14.9K – – –
GRP
62
Global Retirement Partners
California
$14.3K – – –
HNB
63
Huntington National Bank
Ohio
$11.1K -$10.6K – –
AIC
64
Archer Investment Corporation
Indiana
$10.3K – – –
WIM
65
Westside Investment Management
California
$7.96K – – –
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$5.97K – – –
Russell Investments Group
67
Russell Investments Group
United Kingdom
$5.84K +$5.84K +118 New
FWM
68
Focused Wealth Management
New York
$4.53K – – –
SS
69
Sunbelt Securities
Texas
$3.98K – – –
FCAS
70
First Command Advisory Services
Texas
$447 +$447 +9 New
SPC
71
Sigma Planning Corp
Michigan
– -$302K -6,380 Closed
BAM
72
Belpointe Asset Management
Nevada
– -$12K -253 Closed
ASN
73
Advisory Services Network
Georgia
– -$6.17K -130 Closed
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