We are live on ! Find out more
ISCB icon

iShares Morningstar Small-Cap ETF
ISCB

29 hedge funds and large institutions have $29.2M invested in iShares Morningstar Small-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 29 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

73.37% more ownership

Funds ownership: 0% → 73.37% (+73%)

Holders
29
Holders Change
+29
Holders Change %
–
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.24M +$6.2M +227,076 New
LPL Financial
2
LPL Financial
California
$3.52M +$3.5M +128,172 New
FAAS
3
First Allied Advisory Services
California
$3M +$2.98M +109,308 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.48M +$2.46M +90,160 New
Wells Fargo
5
Wells Fargo
California
$2.44M +$2.42M +88,804 New
CIBC World Market
6
CIBC World Market
Ontario, Canada
$1.64M +$1.63M +59,724 New
PCM
7
Parsons Capital Management
Rhode Island
$1.49M +$1.48M +54,172 New
Ameriprise
8
Ameriprise
Minnesota
$1.31M +$1.3M +47,772 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.16M +$1.15M +42,264 New
U
10
UBS
Switzerland
$930K +$924K +33,864 New
Bank of America
11
Bank of America
North Carolina
$786K +$781K +28,624 New
Citigroup
12
Citigroup
New York
$701K +$697K +25,540 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$641K +$637K +23,340 New
Invesco
14
Invesco
Georgia
$604K +$600K +22,000 New
CA
15
Cetera Advisors
Colorado
$542K +$540K +19,808 New
NPC
16
National Planning Corporation
California
$462K +$456K +16,724 New
PI
17
Placemark Investments
Illinois
$381K +$378K +13,852 New
CS
18
Credit Suisse
Switzerland
$365K +$363K +13,300 New
CAN
19
Cetera Advisor Networks
California
$209K +$209K +7,660 New
AIG
20
American International Group
New York
$152K +$151K +5,528 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$46K +$45.4K +1,664 New
MFS
22
MSI Financial Services
Massachusetts
$40K +$39.6K +1,452 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$21K +$20.6K +756 New
WA
24
WFG Advisors
Texas
$19K +$19.2K +704 New
NES
25
New England Securities
New York
$12K +$12.2K +448 New
1
2

ISCB Hedge Fund Activity: Q2 2013 in Review

29 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q2 2013, worth a combined $29.2M.

Buyers outnumbered sellers: 29 funds opened new ISCB positions and 0 closed out — a net gain of 29 holders — while 0 added to existing stakes and 0 trimmed.

  • 29 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $29.2M of iShares Morningstar Small-Cap ETF stock for Q2 2013.
  • 29 funds opened new iShares Morningstar Small-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +29 holders.

Based on aggregated 13F filings for Q2 2013.