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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

61 hedge funds and large institutions have $67.7M invested in iShares Morningstar Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.14M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.91M
3
AHC
Adell Harriman & Carpenter
Texas
+$268K
4
AAS
Avantax Advisory Services
Texas
+$175K
5
Ameriprise
Ameriprise
Minnesota
+$145K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.36M
2
Jane Street
Jane Street
New York
-$567K
3
PAG
Private Advisor Group
New Jersey
-$558K
4
VF
Virtu Financial
New York
-$473K
5
MML Investors Services
MML Investors Services
Massachusetts
-$441K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.7M -$176K -4,016 -1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.14M +$4.14M +94,676 +104%
Ameriprise
3
Ameriprise
Minnesota
$4.92M +$145K +3,312 +3%
Citadel Advisors
4
Citadel Advisors
Florida
$3.75M +$1.91M +43,624 +104%
LPL Financial
5
LPL Financial
California
$3.51M -$18.4K -420 -0.5%
ASN
6
Advisory Services Network
Georgia
$3.47M – – –
Wells Fargo
7
Wells Fargo
California
$2.79M +$14K +320 +0.5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.11M +$91K +2,080 +5%
BAMG
9
Brand Asset Management Group
Missouri
$2.06M -$10.5K -240 -0.5%
UBS Group
10
UBS Group
Switzerland
$2.05M -$99.3K -2,268 -5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.03M -$102K -2,324 -5%
Goldman Sachs
12
Goldman Sachs
New York
$1.91M -$108K -2,460 -5%
VFA
13
Voya Financial Advisors
Connecticut
$1.45M +$32.1K +736 +2%
Citigroup
14
Citigroup
New York
$1.44M -$57.3K -1,308 -4%
PAG
15
Private Advisor Group
New Jersey
$1.33M -$558K -12,744 -30%
CL
16
Choreo LLC
Illinois
$1.29M – – –
ACP
17
Aveo Capital Partners
Colorado
$1.26M -$162K -3,516 -11%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$1.09M -$11.4K -260 -1%
TC
19
TAP Consulting
Missouri
$838K +$838K +19,152 New
AAS
20
Avantax Advisory Services
Texas
$792K +$175K +3,988 +28%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$768K +$2.45K +56 +0.3%
NFG
22
Nations Financial Group
Iowa
$746K +$2.52K +56 +0.3%
Bank of America
23
Bank of America
North Carolina
$690K +$15.7K +360 +2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$613K +$129K +2,948 +27%
Jane Street
25
Jane Street
New York
$575K -$567K -12,952 -50%
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