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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

60 hedge funds and large institutions have $51.8M invested in iShares Morningstar Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
9
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.27M
2
ASN
Advisory Services Network
Georgia
+$788K
3
VF
Virtu Financial
New York
+$623K
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$583K
5
LFA
Legacy Financial Advisors
Kentucky
+$264K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$7.28M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.68M
3
Wells Fargo
Wells Fargo
California
-$1.38M
4
PAG
Private Advisor Group
New Jersey
-$794K
5
Jane Street
Jane Street
New York
-$516K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.6M -$225K -6,096 -2%
PAG
2
Private Advisor Group
New Jersey
$4.78M -$794K -21,476 -14%
Ameriprise
3
Ameriprise
Minnesota
$4.11M -$7.28M -196,980 -64%
LPL Financial
4
LPL Financial
California
$2.92M -$366K -9,896 -11%
Wells Fargo
5
Wells Fargo
California
$2.46M -$1.38M -37,232 -36%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.27M +$2.27M +61,444 New
UBS Group
7
UBS Group
Switzerland
$1.93M +$190K +5,148 +11%
Citigroup
8
Citigroup
New York
$1.92M -$156K -4,228 -8%
BAMG
9
Brand Asset Management Group
Missouri
$1.8M -$82.2K -2,224 -4%
Goldman Sachs
10
Goldman Sachs
New York
$1.61M -$29.6K -800 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.54M -$370K -10,012 -19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.39M +$113K +3,064 +9%
VFA
13
Voya Financial Advisors
Connecticut
$1.14M +$18.2K +496 +2%
CL
14
Choreo LLC
Illinois
$1.08M +$8.58K +232 +0.8%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$941K +$583K +15,768 +163%
ACP
16
Aveo Capital Partners
Colorado
$788K +$97.6K +2,640 +14%
ASN
17
Advisory Services Network
Georgia
$788K +$788K +21,320 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$684K -$13.3K -360 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$649K -$127K -3,440 -16%
VF
20
Virtu Financial
New York
$623K +$623K +16,860 New
NFG
21
Nations Financial Group
Iowa
$585K +$22.2K +600 +4%
Citadel Advisors
22
Citadel Advisors
Florida
$561K -$5.68M -153,520 -91%
Bank of America
23
Bank of America
North Carolina
$559K -$10K -272 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$489K -$28.7K -776 -6%
AAS
25
Avantax Advisory Services
Texas
$475K +$475K +12,820 New
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