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iShares Morningstar Small-Cap ETF

43 hedge funds and large institutions have $50.6M invested in iShares Morningstar Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more funds holding

Funds holding: 4143 (+2)

2% more capital invested

Capital invested by funds: $49.6M → $50.6M (+$1.06M)

0.72% more ownership

Funds ownership: 102.89%103.6% (+0.72%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12M +$162K +4,832 +1%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.65M +$2.3M +68,592 +69%
Ameriprise
3
Ameriprise
Minnesota
$4.94M +$19.5K +580 +0.4%
LPL Financial
4
LPL Financial
California
$3.5M -$3.07M -91,508 -47%
Bank of America
5
Bank of America
North Carolina
$3.21M -$637K -18,964 -17%
UBS Group
6
UBS Group
Switzerland
$2.29M -$14.5K -432 -0.6%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.08M +$268K +7,980 +15%
PCM
8
Parsons Capital Management
Rhode Island
$1.99M -$36.9K -1,100 -2%
Citigroup
9
Citigroup
New York
$1.95M
Wells Fargo
10
Wells Fargo
California
$1.61M +$149K +4,444 +10%
Jane Street
11
Jane Street
New York
$1.51M +$712K +21,208 +89%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.42M -$14.8K -440 -1%
CL
13
Choreo LLC
Illinois
$1.29M +$6.58K +196 +0.5%
VFA
14
Voya Financial Advisors
Connecticut
$919K -$27K -804 -3%
Goldman Sachs
15
Goldman Sachs
New York
$877K -$373K -11,104 -30%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$733K -$51K -1,520 -7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$676K -$10.9K -324 -2%
MFS
18
MSI Financial Services
Massachusetts
$563K +$118K +3,528 +27%
AG
19
Advisor Group
Arizona
$401K +$401K +11,940 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$373K +$403 +12 +0.1%
NPC
21
National Planning Corporation
California
$349K -$11.7K -348 -3%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$327K
VKH
23
Virtu KCG Holdings
New York
$300K +$299K +8,896 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$290K -$27.8K -828 -9%
NFG
25
Nations Financial Group
Iowa
$261K +$53.3K +1,588 +26%

ISCB Hedge Fund Activity: Q2 2016 in Review

43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q2 2016, worth a combined $50.6M — up 2.1% from $49.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ISCB positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.3M. The largest seller was LPL Financial, cutting an estimated $3.07M.

  • 43 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q2 2016, up from 41 in Q1 2016.
  • Funds reported $50.6M of iShares Morningstar Small-Cap ETF stock for Q2 2016, up 2.1% quarter-over-quarter.
  • 8 funds opened new iShares Morningstar Small-Cap ETF positions in Q2 2016 and 6 closed out, a net change of +2 holders.
  • The largest iShares Morningstar Small-Cap ETF buyer in Q2 2016 was Susquehanna International Group, an estimated $2.3M added.
  • The largest iShares Morningstar Small-Cap ETF seller in Q2 2016 was LPL Financial, an estimated $3.07M sold.

Based on aggregated 13F filings for Q2 2016.