iShares Morningstar Small-Cap ETF
ISCB
44 hedge funds and large institutions have $67.8M invested in iShares Morningstar Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
7% more capital invested
Capital invested by funds: $63.6M → $67.8M (+$4.25M)
5% more funds holding
Funds holding: 42 → 44 (+2)
0.56% less ownership
Funds ownership: 28.06% → 27.5% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.98M |
| 2 |
Jane Street
New York
|
+$2M |
| 3 |
Goldman Sachs
New York
|
+$1.81M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$1.3M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$887K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.07M |
| 2 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
-$2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.03M |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$614K |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
-$390K |
ISCB Hedge Fund Activity: Q1 2017 in Review
44 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q1 2017, worth a combined $67.8M — up 6.7% from $63.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ISCB positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was UBS Group, adding an estimated $2.98M. The largest seller was Bank of America, cutting an estimated $2.07M.
- 44 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q1 2017, up from 42 in Q4 2016.
- Funds reported $67.8M of iShares Morningstar Small-Cap ETF stock for Q1 2017, up 6.7% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Small-Cap ETF positions in Q1 2017 and 5 closed out, a net change of +3 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q1 2017 was UBS Group, an estimated $2.98M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q1 2017 was Bank of America, an estimated $2.07M sold.
Based on aggregated 13F filings for Q1 2017.