iShares Morningstar Small-Cap ETF
ISCB
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.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
7% more funds holding
Funds holding: 56 → 60 (+4)
18.34% less ownership
Funds ownership: 122.13% → 103.8% (-18%)
46% less capital invested
Capital invested by funds: $95.2M → $51.8M (-$43.4M)
59% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.51M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$872K |
| 3 |
VF
Virtu Financial
New York
|
+$689K |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$645K |
| 5 |
LFA
Legacy Financial Advisors
Covington,
Kentucky
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.05M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.28M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.52M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$878K |
| 5 |
Jane Street
New York
|
-$570K |
ISCB Hedge Fund Activity: Q4 2018 in Review
60 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q4 2018, worth a combined $51.8M — down 46% from $95.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ISCB positions and 8 closed out — a net gain of 4 holders — while 9 added to existing stakes and 22 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.51M. The largest seller was Ameriprise, cutting an estimated $8.05M.
- 60 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q4 2018, up from 56 in Q3 2018.
- Funds reported $51.8M of iShares Morningstar Small-Cap ETF stock for Q4 2018, down 46% quarter-over-quarter.
- 12 funds opened new iShares Morningstar Small-Cap ETF positions in Q4 2018 and 8 closed out, a net change of +4 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $2.51M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q4 2018 was Ameriprise, an estimated $8.05M sold.
Based on aggregated 13F filings for Q4 2018.