We are live on ! Find out more
ISCB icon

iShares Morningstar Small-Cap ETF
ISCB

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

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

2% more funds holding

Funds holding: 81 → 83 (+2)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0.1% more ownership

Funds ownership: 38.97% → 39.07% (+0.1%)

1% less capital invested

Capital invested by funds: $90.3M → $89.4M (-$857K)

Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.09%
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

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$525K
2
Citadel Advisors
Citadel Advisors
Florida
+$396K
3
AWM
Adams Wealth Management
Utah
+$332K
4
CI
CacheTech Inc
Utah
+$332K
5
AF
Apexium Financial
Texas
+$317K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.09M
2
Osaic Holdings
Osaic Holdings
Arizona
-$664K
3
Morgan Stanley
Morgan Stanley
New York
-$358K
4
SC
Savant Capital
Illinois
-$250K
5
NS
NBC Securities
Alabama
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
51
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K +$786 +13 +0.3%
KAS
52
Kestra Advisory Services
Texas
$233K +$665 +11 +0.3%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$231K +$239K +3,944 New
BPA
54
Beacon Pointe Advisors
California
$226K +$233K +3,860 New
Creative Planning
55
Creative Planning
Kansas
$218K – – –
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$217K +$224K +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 -$15.5K -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 +$41.7K +690 +63%
FFA
63
Farther Finance Advisors
California
$91K – – –
TCA
64
Trifecta Capital Advisors
Illinois
$74.9K – – –
PS
65
Principal Securities
Iowa
$70.2K +$47.2K +780 +188%
MPCG
66
Matrix Private Capital Group
New York
$46.5K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$46K +$47.6K +787 New
NP
68
NorthRock Partners
Minnesota
$45.1K – – –
Comerica Bank
69
Comerica Bank
Texas
$41.8K -$17.3K -286 -29%
EWA
70
EverSource Wealth Advisors
Alabama
$33.7K – – –
KFI
71
Key Financial Inc
Pennsylvania
$32.4K -$3.93K -65 -11%
TFGT
72
TS Financial Group (TSFG)
Illinois
$25K – – –
SIM
73
Synergy Investment Management
Florida
$23.5K +$24.2K +400 New
NA
74
NewEdge Advisors
Louisiana
$22.9K – – –
OP
75
ORG Partners
Indiana
$21.1K +$21.8K +360 New
1 2
3
4

ISCB Hedge Fund Activity: Q4 2024 in Review

83 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q4 2024, worth a combined $89.4M — down 0.95% from $90.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ISCB positions and 3 closed out — a net gain of 6 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $525K. The largest seller was Susquehanna International Group, cutting an estimated $3.09M.

  • 83 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q4 2024, up from 81 in Q3 2024.
  • Funds reported $89.4M of iShares Morningstar Small-Cap ETF stock for Q4 2024, down 0.95% quarter-over-quarter.
  • 9 funds opened new iShares Morningstar Small-Cap ETF positions in Q4 2024 and 3 closed out, a net change of +6 holders.
  • The largest iShares Morningstar Small-Cap ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $525K added.
  • The largest iShares Morningstar Small-Cap ETF seller in Q4 2024 was Susquehanna International Group, an estimated $3.09M sold.

Based on aggregated 13F filings for Q4 2024.