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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.02M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.82M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.16M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$722K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$954K
2
AWM
2
Adams Wealth Management
Utah
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.7K
4
Bank of America
4
Bank of America
North Carolina
$2.36M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
51
BOK Financial Private Wealth
Colorado
$40.5K – – –
MPCG
52
Matrix Private Capital Group
New York
$37.5K – – –
HCM
53
Highlander Capital Management
New Jersey
$29K – – –
Comerica Bank
54
Comerica Bank
Texas
$28.7K +$28.7K +609 New
EWA
55
EverSource Wealth Advisors
Alabama
$27K – – –
TFGT
56
TS Financial Group (TSFG)
Illinois
$20K – – –
Jones Financial Companies
57
Jones Financial Companies
Missouri
$19.9K +$19.9K +423 New
RIA
58
Realta Investment Advisors
Delaware
$19.9K – – –
CTA
59
Colonial Trust Advisors
South Carolina
$17.5K – – –
CIA
60
Cape Investment Advisory
Georgia
$14.1K – – –
WT
61
Washington Trust
Rhode Island
$14.1K – – –
GRP
62
Global Retirement Partners
California
$13.1K – – –
HNB
63
Huntington National Bank
Ohio
$10.5K -$11.1K – –
AIC
64
Archer Investment Corporation
Indiana
$9.79K – – –
FWM
65
Focused Wealth Management
New York
$8.99K +$4.71K +100 +110%
WIM
66
Westside Investment Management
California
$7.53K – – –
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$5.65K – – –
Russell Investments Group
68
Russell Investments Group
United Kingdom
$5.53K – – –
SS
69
Sunbelt Securities
Texas
$3.77K – – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$1.7K -$1.14M -24,212 -100%
AWM
71
Adams Wealth Management
Utah
– -$1.39M -27,946 Closed
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
– -$231K -4,649 Closed
Jane Street
73
Jane Street
New York
– -$230K -4,635 Closed
CWA
74
Continuum Wealth Advisors
New York
– -$205K -4,116 Closed
FCAS
75
First Command Advisory Services
Texas
– -$447 -9 Closed
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