iShares Morningstar Small-Cap ETF
ISCB
ISCB
79 hedge funds and large institutions have $86.5M invested in iShares Morningstar Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
28
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
Citadel Advisors
Miami,
Florida
|
$311K |
| 2 |
2
Envestnet Asset Management
Chicago,
Illinois
|
$0 |
| 3 |
3
Morgan Stanley
New York
|
$19.7M |
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
|
$1.54M |
| 5 |
5
UBS Group
Zurich,
Switzerland
|
$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
76
Jones Financial Companies
Des Peres,
Missouri
| $7.11K | +$7.11K | +132 | New |
|
77
Russell Investments Group
London,
United Kingdom
| $4.8K | – | – | – |
|
|
SS
78
Sunbelt Securities
Houston,
Texas
| $4.31K | – | – | – |
|
|
IWP
79
IAG Wealth Partners
Waukesha,
Wisconsin
| $2.53K | – | – | – |
|
|
LFG
80
Larson Financial Group
St Louis,
Missouri
| $542 | – | – | – |
|
|
81
Envestnet Asset Management
Chicago,
Illinois
| – | -$1.07M | -19,010 | Closed |
|
|
LGWM
82
Litman Gregory Wealth Management
Larkspur,
California
| – | -$219K | -3,900 | Closed |
|
|
BPA
83
Beacon Pointe Advisors
Newport Beach,
California
| – | -$217K | -3,860 | Closed |
|
|
SFP
84
Strategic Financial Planning
Plano,
Texas
| – | -$201K | -3,580 | Closed |
|
|
WT
85
Washington Trust
Westerly,
Rhode Island
| – | -$16.9K | -300 | Closed |
|
86
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$7.65K | -136 | Closed |
|
|
SNB
87
Security National Bank
Omaha,
Nebraska
| – | -$7.03K | -125 | Closed |
|