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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

84 hedge funds and large institutions have $89M invested in iShares Morningstar Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Adams Wealth Management
Utah
+$2.36M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.63M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.57M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$590K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$481K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$21.2M
2
AAS
Avantax Advisory Services
Texas
-$8.01M
3
UBS Group
UBS Group
Switzerland
-$140K
4
BAMG
Brand Asset Management Group
Missouri
-$127K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
51
Continuum Wealth Advisors
New York
$231K – – –
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$225K +$56 +1 +0%
RJT
53
Raymond James Trust
Florida
$220K +$220K +3,911 New
LGWM
54
Litman Gregory Wealth Management
California
$219K +$219K +3,900 New
BPA
55
Beacon Pointe Advisors
California
$217K – – –
BCWM
56
Bartlett & Co Wealth Management
Ohio
$202K – – –
MFG
57
Merit Financial Group
Georgia
$202K +$161 +3 +0.1%
SFP
58
Strategic Financial Planning
Texas
$201K +$201K +3,580 New
SPIA
59
Steward Partners Investment Advisory
New York
$197K +$133K +2,370 +208%
Franklin Resources
60
Franklin Resources
California
$141K -$56.2K -1,000 -29%
NS
61
NBC Securities
Alabama
$128K +$168 +3 +0.1%
FCA
62
FinTrust Capital Advisors
South Carolina
$120K – – –
FFA
63
Farther Finance Advisors
California
$86.3K – – –
TCA
64
Trifecta Capital Advisors
Illinois
$71.7K +$71.7K +1,276 New
Comerica Bank
65
Comerica Bank
Texas
$56.2K +$21.9K +390 +64%
MPCG
66
Matrix Private Capital Group
New York
$44.5K – – –
NP
67
NorthRock Partners
Minnesota
$43.2K – – –
HCM
68
Highlander Capital Management
New Jersey
$34.2K – – –
EWA
69
EverSource Wealth Advisors
Alabama
$30.1K – – –
TFGT
70
TS Financial Group (TSFG)
Illinois
$24K – – –
PS
71
Principal Securities
Iowa
$23.4K – – –
WT
72
Washington Trust
Rhode Island
$16.9K – – –
CIA
73
Cape Investment Advisory
Georgia
$16.9K – – –
GRP
74
Global Retirement Partners
California
$16.1K – – –
KFI
75
Key Financial Inc
Pennsylvania
$14.9K – – –
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