iShares Morningstar Small-Cap ETF
ISCB
46 hedge funds and large institutions have $65.8M invested in iShares Morningstar Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
7% more capital invested
Capital invested by funds: $61.5M → $65.8M (+$4.32M)
5% more funds holding
Funds holding: 44 → 46 (+2)
1.83% more ownership
Funds ownership: 25.38% → 27.21% (+1.8%)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.24M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$802K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$318K |
| 4 |
VF
Virtu Financial
New York
|
+$312K |
| 5 |
ACI
Alpha Cubed Investments
Irvine,
California
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.31M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.64M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$290K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$284K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$259K |
ISCB Hedge Fund Activity: Q3 2017 in Review
46 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q3 2017, worth a combined $65.8M — up 7% from $61.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ISCB positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 15 trimmed.
The largest buyer was Jane Street, adding an estimated $5.24M. The largest seller was Susquehanna International Group, cutting an estimated $2.31M.
- 46 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q3 2017, up from 44 in Q2 2017.
- Funds reported $65.8M of iShares Morningstar Small-Cap ETF stock for Q3 2017, up 7% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Small-Cap ETF positions in Q3 2017 and 4 closed out, a net change of +3 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q3 2017 was Jane Street, an estimated $5.24M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q3 2017 was Susquehanna International Group, an estimated $2.31M sold.
Based on aggregated 13F filings for Q3 2017.