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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 %
Citadel Advisors
76
Citadel Advisors
Florida
– -$3.02M -64,038 Closed
BFPW
77
BOK Financial Private Wealth
Colorado
– -$40.5K -856 Closed
Jones Financial Companies
78
Jones Financial Companies
Missouri
– -$19.9K -423 Closed
RIA
79
Realta Investment Advisors
Delaware
– -$19.9K -400 Closed
WIM
80
Westside Investment Management
California
– -$7.53K -160 Closed
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
– -$5.65K -120 Closed
1 2 3
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