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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

74 hedge funds and large institutions have $103M invested in iShares Morningstar Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$40.3M
2
Wells Fargo
Wells Fargo
California
$3.29M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.58M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.87M
5
AAS
Avantax Advisory Services
Texas
$10.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
LPL Financial
LPL Financial
California
$4.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$321K
4
Osaic Holdings
Osaic Holdings
Arizona
$1.69M
5
Ameriprise
Ameriprise
Minnesota
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
51
Franklin Resources
California
$188K – – –
NS
52
NBC Securities
Alabama
$122K +$428 +8 +0.4%
FCA
53
FinTrust Capital Advisors
South Carolina
$115K – – –
FFA
54
Farther Finance Advisors
California
$83.2K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$61.2K – – –
MPCG
56
Matrix Private Capital Group
New York
$42.5K – – –
NP
57
NorthRock Partners
Minnesota
$41.2K +$41.2K +768 New
Comerica Bank
58
Comerica Bank
Texas
$32.6K – – –
HCM
59
Highlander Capital Management
New Jersey
$32.6K – – –
EWA
60
EverSource Wealth Advisors
Alabama
$30.8K – – –
TFGT
61
TS Financial Group (TSFG)
Illinois
$23K – – –
PS
62
Principal Securities
Iowa
$22.3K +$22.3K +416 New
WT
63
Washington Trust
Rhode Island
$16.1K – – –
CIA
64
Cape Investment Advisory
Georgia
$16.1K – – –
GRP
65
Global Retirement Partners
California
$14.7K – – –
KFI
66
Key Financial Inc
Pennsylvania
$14.2K +$14.2K +265 New
CTA
67
Colonial Trust Advisors
South Carolina
$13.2K -$6.7K -125 -34%
CFD
68
Creative Financial Designs
Indiana
$12.3K +$12.3K +230 New
HNB
69
Huntington National Bank
Ohio
$12K -$10.5K – –
AIC
70
Archer Investment Corporation
Indiana
$11.2K – – –
FWM
71
Focused Wealth Management
New York
$10.3K +$107 +2 +1%
SNB
72
Security National Bank
Nebraska
$6.7K +$6.7K +125 New
Russell Investments Group
73
Russell Investments Group
United Kingdom
$6.36K +$53 +1 +0.8%
SS
74
Sunbelt Securities
Texas
$4.29K – – –
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$1.93K – – –
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