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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

83 hedge funds and large institutions have $89.4M invested in iShares Morningstar Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$806K
2
Citadel Advisors
Citadel Advisors
Florida
$585K
3
CI
CacheTech Inc
Utah
$2.86M
4
AWM
Adams Wealth Management
Utah
$2.86M
5
AF
Apexium Financial
Texas
$307K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$473K
2
Osaic Holdings
Osaic Holdings
Arizona
$1.01M
3
Morgan Stanley
Morgan Stanley
New York
$22.1M
4
SC
Savant Capital
Illinois
$0
5
NS
NBC Securities
Alabama
$127
Name Holding Trade Value Shares
Change 		Shares
Change %
GWANC
51
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K +$763 +13 +0.3%
KAS
52
Kestra Advisory Services
Texas
$233K +$645 +11 +0.3%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$231K +$231K +3,944 New
BPA
54
Beacon Pointe Advisors
California
$226K +$226K +3,860 New
Creative Planning
55
Creative Planning
Kansas
$218K – – –
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$217K +$217K +3,700 New
BCWM
57
Bartlett & Co Wealth Management
Ohio
$211K – – –
SFP
58
Strategic Financial Planning
Texas
$210K – – –
MFG
59
Merit Financial Group
Georgia
$206K -$15K -256 -7%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$201K – – –
Franklin Resources
61
Franklin Resources
California
$147K – – –
Jones Financial Companies
62
Jones Financial Companies
Missouri
$105K +$40.5K +690 +63%
FFA
63
Farther Finance Advisors
California
$91K – – –
TCA
64
Trifecta Capital Advisors
Illinois
$74.9K – – –
PS
65
Principal Securities
Iowa
$70.2K +$45.8K +780 +188%
MPCG
66
Matrix Private Capital Group
New York
$46.5K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$46K +$46K +787 New
NP
68
NorthRock Partners
Minnesota
$45.1K – – –
Comerica Bank
69
Comerica Bank
Texas
$41.8K -$16.8K -286 -29%
EWA
70
EverSource Wealth Advisors
Alabama
$33.7K – – –
KFI
71
Key Financial Inc
Pennsylvania
$32.4K -$3.81K -65 -11%
TFGT
72
TS Financial Group (TSFG)
Illinois
$25K – – –
SIM
73
Synergy Investment Management
Florida
$23.5K +$23.5K +400 New
NA
74
NewEdge Advisors
Louisiana
$22.9K – – –
OP
75
ORG Partners
Indiana
$21.1K +$21.1K +360 New
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