iShares Morningstar Small-Cap ETF
ISCB
ISCB
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
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$21.2M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$8.01M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$140K |
| 4 |
BAMG
Brand Asset Management Group
Chesterfield,
Missouri
|
-$127K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$114K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CTA
76
Colonial Trust Advisors
Spartanburg,
South Carolina
| $13.9K | – | – | – |
|
|
HNB
77
Huntington National Bank
Columbus,
Ohio
| $12.6K | -$12K | – | – |
|
|
AIC
78
Archer Investment Corporation
Carmel,
Indiana
| $11.7K | – | – | – |
|
79
Bank of Montreal
Toronto,
Ontario, Canada
| $7.65K | +$7.65K | +136 | New |
|
|
SNB
80
Security National Bank
Omaha,
Nebraska
| $7.03K | – | – | – |
|
81
Russell Investments Group
London,
United Kingdom
| $4.99K | -$1.68K | -30 | -25% |
|
|
SS
82
Sunbelt Securities
Houston,
Texas
| $4.5K | – | – | – |
|
|
IWP
83
IAG Wealth Partners
Waukesha,
Wisconsin
| $2.64K | +$2.64K | +47 | New |
|
84
JPMorgan Chase & Co
New York
| $2.59K | +$562 | +10 | +28% |
|
|
LFG
85
Larson Financial Group
St Louis,
Missouri
| $564 | +$564 | +10 | New |
|
|
CFD
86
Creative Financial Designs
Kokomo,
Indiana
| – | -$12.3K | -230 | Closed |
|
|
FWM
87
Focused Wealth Management
Newburgh,
New York
| – | -$10.3K | -193 | Closed |
|