iShares Morningstar Small-Cap ETF
ISCB
41 hedge funds and large institutions have $63.4M invested in iShares Morningstar Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
13% more capital invested
Capital invested by funds: $56.2M → $63.4M (+$7.18M)
4.6% more ownership
Funds ownership: 107.25% → 111.86% (+4.6%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2% less funds holding
Funds holding: 42 → 41 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.25M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.07M |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$850K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$788K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.02M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$656K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$570K |
| 4 |
LPL Financial
San Diego,
California
|
-$287K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$269K |
ISCB Hedge Fund Activity: Q4 2016 in Review
41 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q4 2016, worth a combined $63.4M — up 13% from $56.2M a quarter earlier.
Fund positioning in ISCB was balanced in Q4 2016: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.25M. The largest seller was Susquehanna International Group, cutting an estimated $1.02M.
- 41 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q4 2016, down from 42 in Q3 2016.
- Funds reported $63.4M of iShares Morningstar Small-Cap ETF stock for Q4 2016, up 13% quarter-over-quarter.
- 5 funds opened new iShares Morningstar Small-Cap ETF positions in Q4 2016 and 5 closed out, a net change of 0 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q4 2016 was Morgan Stanley, an estimated $1.25M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q4 2016 was Susquehanna International Group, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2016.