iShares Morningstar Small-Cap ETF
ISCB
69 hedge funds and large institutions have $73.1M invested in iShares Morningstar Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 5 closing their positions.
0.06% more ownership
Funds ownership: 36.87% → 36.93% (+0.06%)
0% more funds holding
Funds holding: 69 → 69 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
6% less capital invested
Capital invested by funds: $77.9M → $73.1M (-$4.87M)
50% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.19M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$618K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$616K |
| 4 |
Morgan Stanley
New York
|
+$446K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$390K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.11M |
| 2 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$1.39M |
| 3 |
JP Morgan Chase
New York
|
-$1.21M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$850K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$231K |
ISCB Hedge Fund Activity: Q3 2023 in Review
69 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q3 2023, worth a combined $73.1M — down 6.3% from $77.9M a quarter earlier.
Fund positioning in ISCB was balanced in Q3 2023: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 24 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.19M. The largest seller was Wells Fargo, cutting an estimated $2.11M.
- 69 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $73.1M of iShares Morningstar Small-Cap ETF stock for Q3 2023, down 6.3% quarter-over-quarter.
- 5 funds opened new iShares Morningstar Small-Cap ETF positions in Q3 2023 and 5 closed out, a net change of 0 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q3 2023 was Citadel Advisors, an estimated $3.19M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q3 2023 was Wells Fargo, an estimated $2.11M sold.
Based on aggregated 13F filings for Q3 2023.