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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

49 hedge funds and large institutions have $66.5M invested in iShares Morningstar Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$11.1M
2
Wells Fargo
Wells Fargo
California
$4.26M
3
Bank of America
Bank of America
North Carolina
$1.85M
4
Morgan Stanley
Morgan Stanley
New York
$16.2M
5
LPL Financial
LPL Financial
California
$4.18M

Top Sellers

1
Jane Street
Jane Street
New York
$1.48M
2
PAG
Private Advisor Group
New Jersey
$2.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.53M
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
ACI
Alpha Cubed Investments
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.2M +$477K +10,948 +3%
Ameriprise
2
Ameriprise
Minnesota
$11.1M +$4.08M +93,748 +58%
Wells Fargo
3
Wells Fargo
California
$4.26M +$1.56M +35,836 +58%
LPL Financial
4
LPL Financial
California
$4.18M +$385K +8,836 +10%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.53M -$1.79M -41,208 -34%
UBS Group
6
UBS Group
Switzerland
$3.26M +$13.6K +312 +0.4%
Goldman Sachs
7
Goldman Sachs
New York
$2.81M -$56.4K -1,296 -2%
PAG
8
Private Advisor Group
New Jersey
$2.3M -$2.25M -50,972 -49%
Citigroup
9
Citigroup
New York
$2.24M -$32.9K -756 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.18M -$47.2K -1,084 -2%
Bank of America
11
Bank of America
North Carolina
$1.85M +$1.21M +27,864 +192%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.49M +$22.1K +508 +2%
Jane Street
13
Jane Street
New York
$1.48M -$5.03M -115,432 -77%
VFA
14
Voya Financial Advisors
Connecticut
$1.29M -$9.45K -216 -0.7%
CL
15
Choreo LLC
Illinois
$1.27M +$8.36K +192 +0.7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$608K -$152K -3,500 -20%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$596K +$355K +8,152 +147%
NFG
18
Nations Financial Group
Iowa
$554K +$24.5K +564 +5%
ACP
19
Aveo Capital Partners
Colorado
$496K +$64.3K +1,476 +15%
SHA
20
Seneca House Advisors
Virginia
$489K +$489K +11,240 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$458K -$12.7K -292 -3%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$432K – – –
PCM
23
Parsons Capital Management
Rhode Island
$431K – – –
TH
24
Timber Hill
Connecticut
$428K -$17.8K -408 -4%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$397K +$56.3K +1,292 +17%
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