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iShares Morningstar Small-Cap ETF

55 hedge funds and large institutions have $95.1M invested in iShares Morningstar Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

51% more capital invested

Capital invested by funds: $62.9M → $95.1M (+$32.1M)

4.21% more ownership

Funds ownership: 25.16%29.37% (+4.2%)

4% more funds holding

Funds holding: 5355 (+2)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change

ISCB Hedge Fund Activity: Q3 2018 in Review

55 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q3 2018, worth a combined $95.1M — up 51% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ISCB positions and 3 closed out — a net gain of 2 holders — while 19 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $7.71M. The largest seller was Susquehanna International Group, cutting an estimated $3.02M.

  • 55 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q3 2018, up from 53 in Q2 2018.
  • Funds reported $95.1M of iShares Morningstar Small-Cap ETF stock for Q3 2018, up 51% quarter-over-quarter.
  • 5 funds opened new iShares Morningstar Small-Cap ETF positions in Q3 2018 and 3 closed out, a net change of +2 holders.
  • The largest iShares Morningstar Small-Cap ETF buyer in Q3 2018 was Citadel Advisors, an estimated $7.71M added.
  • The largest iShares Morningstar Small-Cap ETF seller in Q3 2018 was Susquehanna International Group, an estimated $3.02M sold.

Based on aggregated 13F filings for Q3 2018.