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
Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Jane Street
New York
|
+$613K |
| 2 |
KPWG
KFA Private Wealth Group
Tysons,
Virginia
|
+$588K |
| 3 |
JPMorgan Chase & Co
New York
|
+$494K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$225K |
| 5 |
AF
Apexium Financial
Dallas,
Texas
|
+$215K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CTA
76
Colonial Trust Advisors
Spartanburg,
South Carolina
| $13.4K | – | – | – |
|
|
HNB
77
Huntington National Bank
Columbus,
Ohio
| $12.1K | -$13.1K | – | – |
|
|
AIC
78
Archer Investment Corporation
Carmel,
Indiana
| $11.3K | – | – | – |
|
79
Russell Investments Group
London,
United Kingdom
| $4.88K | – | – | – |
|
|
SS
80
Sunbelt Securities
Houston,
Texas
| $4.33K | – | – | – |
|
|
LFG
81
Larson Financial Group
St Louis,
Missouri
| $551 | – | – | – |
|
|
ACP
82
Aveo Capital Partners
Englewood,
Colorado
| – | -$1.17M | -19,902 | Closed |
|
|
CWA
83
Continuum Wealth Advisors
Saratoga Springs,
New York
| – | -$241K | -4,116 | Closed |
|
|
KAS
84
Kestra Advisory Services
Austin,
Texas
| – | -$233K | -3,970 | Closed |
|
85
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$217K | -3,700 | Closed |
|
|
SFP
86
Strategic Financial Planning
Plano,
Texas
| – | -$210K | -3,580 | Closed |
|
|
MFG
87
Merit Financial Group
Alpharetta,
Georgia
| – | -$206K | -3,517 | Closed |
|
88
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$201K | -3,428 | Closed |
|