iShares Morningstar Small-Cap ETF
ISCB
42 hedge funds and large institutions have $55.2M invested in iShares Morningstar Small-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
16.04% more ownership
Funds ownership: 98.7% → 114.73% (+16%)
14% more capital invested
Capital invested by funds: $48.5M → $55.2M (+$6.66M)
11% more funds holding
Funds holding: 38 → 42 (+4)
41% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.37M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.93M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.63M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$734K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$551K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.76M |
| 2 |
Morgan Stanley
New York
|
-$853K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$553K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$475K |
| 5 |
HF
HRT Financial
New York
|
-$343K |
ISCB Hedge Fund Activity: Q4 2015 in Review
42 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q4 2015, worth a combined $55.2M — up 14% from $48.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ISCB positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.37M. The largest seller was Jane Street, cutting an estimated $1.76M.
- 42 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q4 2015, up from 38 in Q3 2015.
- Funds reported $55.2M of iShares Morningstar Small-Cap ETF stock for Q4 2015, up 14% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Small-Cap ETF positions in Q4 2015 and 1 closed out, a net change of +5 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q4 2015 was LPL Financial, an estimated $3.37M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q4 2015 was Jane Street, an estimated $1.76M sold.
Based on aggregated 13F filings for Q4 2015.