ISCB icon

iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

61 hedge funds and large institutions have $62.2M invested in iShares Morningstar Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
Advisory Services Network
Georgia
+$1.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$786K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$610K
4
ACP
Aveo Capital Partners
Colorado
+$510K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$366K

Top Sellers

1
VF
Virtu Financial
New York
-$623K
2
PAG
Private Advisor Group
New Jersey
-$532K
3
Morgan Stanley
Morgan Stanley
New York
-$446K
4
Citadel Advisors
Citadel Advisors
Florida
-$431K
5
Jane Street
Jane Street
New York
-$283K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.7M -$446K -10,544 -4%
PAG
2
Private Advisor Group
New Jersey
$4.94M -$532K -12,564 -10%
Ameriprise
3
Ameriprise
Minnesota
$4.6M -$111K -2,620 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.39M +$786K +18,568 +30%
LPL Financial
5
LPL Financial
California
$3.21M -$133K -3,136 -4%
Wells Fargo
6
Wells Fargo
California
$2.76M -$64.5K -1,524 -2%
ASN
7
Advisory Services Network
Georgia
$2.7M +$1.8M +42,512 +199%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.13M +$366K +8,644 +21%
UBS Group
9
UBS Group
Switzerland
$2.07M -$135K -3,196 -6%
Citigroup
10
Citigroup
New York
$2.06M -$131K -3,104 -6%
BAMG
11
Brand Asset Management Group
Missouri
$2.05M -$5.93K -140 -0.3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.96M +$362K +8,560 +23%
Goldman Sachs
13
Goldman Sachs
New York
$1.85M – – –
ACP
14
Aveo Capital Partners
Colorado
$1.41M +$510K +12,048 +57%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.39M +$610K +14,404 +78%
VFA
16
Voya Financial Advisors
Connecticut
$1.34M +$29.9K +708 +2%
CL
17
Choreo LLC
Illinois
$1.24M +$3.56K +84 +0.3%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$1.07M -$10.2K -240 -0.9%
TC
19
TAP Consulting
Missouri
$808K +$808K +19,092 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$744K +$677 +16 +0.1%
NFG
21
Nations Financial Group
Iowa
$666K -$4.4K -104 -0.7%
Bank of America
22
Bank of America
North Carolina
$657K +$16.4K +388 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$656K +$96K +2,268 +17%
AAS
24
Avantax Advisory Services
Texas
$557K +$14.4K +340 +3%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$494K +$64K +1,512 +15%
1
2 3