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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$525K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$396K |
| 3 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$332K |
| 4 |
CI
CacheTech Inc
Logan,
Utah
|
+$332K |
| 5 |
AF
Apexium Financial
Dallas,
Texas
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.09M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$664K |
| 3 |
Morgan Stanley
New York
|
-$358K |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
-$250K |
| 5 |
NS
NBC Securities
Birmingham,
Alabama
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
76
Cape Investment Advisory
Mcdonough,
Georgia
| $17.6K | – | – | – |
|
|
GRP
77
Global Retirement Partners
San Rafael,
California
| $16.8K | – | – | – |
|
|
CTA
78
Colonial Trust Advisors
Spartanburg,
South Carolina
| $14.5K | – | – | – |
|
|
HNB
79
Huntington National Bank
Columbus,
Ohio
| $13.1K | – | – | – |
|
|
AIC
80
Archer Investment Corporation
Carmel,
Indiana
| $12.2K | – | – | – |
|
81
Russell Investments Group
London,
United Kingdom
| $5.27K | +$60 | +1 | +1% |
|
|
SS
82
Sunbelt Securities
Houston,
Texas
| $4.7K | – | – | – |
|
|
LFG
83
Larson Financial Group
St Louis,
Missouri
| $595 | – | – | – |
|
|
NS
84
NBC Securities
Birmingham,
Alabama
| $127 | -$131K | -2,167 | -100% |
|
|
SC
85
Savant Capital
Rockford,
Illinois
| – | -$250K | -4,269 | Closed |
|
|
ATS
86
Ashton Thomas Securities
Rochester,
New York
| – | -$64.6K | -1,100 | Closed |
|
|
IWP
87
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$2.76K | -47 | Closed |
|
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.