iShares Morningstar Small-Cap ETF
ISCB
ISCB
80 hedge funds and large institutions have $80.9M invested in iShares Morningstar Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Holders
80
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$613K | |
| 2 | +$588K | |
| 3 | +$494K | |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$225K |
| 5 |
AF
Apexium Financial
Dallas,
Texas
|
+$215K |
Top Sellers
| 1 | -$1.17M | |
| 2 | -$909K | |
| 3 | -$637K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$296K |
| 5 |
CWA
Continuum Wealth Advisors
Saratoga Springs,
New York
|
-$241K |
