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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

64 hedge funds and large institutions have $68M invested in iShares Morningstar Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.04M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.72M
3
Citadel Advisors
Citadel Advisors
Florida
+$426K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$303K
5
AAS
Avantax Advisory Services
Texas
+$236K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.99M
2
Ameriprise
Ameriprise
Minnesota
-$2.01M
3
ASN
Advisory Services Network
Georgia
-$638K
4
Jane Street
Jane Street
New York
-$575K
5
VF
Virtu Financial
New York
-$459K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.3M -$329K -6,968 -3%
Citadel Advisors
2
Citadel Advisors
Florida
$4.47M +$426K +9,036 +11%
LPL Financial
3
LPL Financial
California
$3.97M +$178K +3,772 +5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.9M +$1.72M +36,396 +79%
Ameriprise
5
Ameriprise
Minnesota
$3.29M -$2.01M -42,560 -38%
ASN
6
Advisory Services Network
Georgia
$3.11M -$638K -13,516 -17%
Wells Fargo
7
Wells Fargo
California
$3.09M +$84K +1,780 +3%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$2.7M +$2.04M +43,244 +309%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.58M +$303K +6,412 +13%
BAMG
10
Brand Asset Management Group
Missouri
$2.22M -$3.21K -68 -0.1%
Goldman Sachs
11
Goldman Sachs
New York
$2.06M – – –
UBS Group
12
UBS Group
Switzerland
$2.03M -$183K -3,880 -8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.79M -$6.99M -148,108 -80%
Citigroup
14
Citigroup
New York
$1.61M +$60.1K +1,272 +4%
PWM
15
Provident Wealth Management
Tennessee
$1.49M +$1.49M +31,576 New
VFA
16
Voya Financial Advisors
Connecticut
$1.43M -$137K -2,896 -9%
CL
17
Choreo LLC
Illinois
$1.4M +$9.44K +200 +0.7%
PAG
18
Private Advisor Group
New Jersey
$1.36M -$69.1K -1,464 -5%
ACP
19
Aveo Capital Partners
Colorado
$1.29M – – –
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$1.18M +$189 +4 +0%
AAS
21
Avantax Advisory Services
Texas
$1.09M +$236K +4,996 +28%
TC
22
TAP Consulting
Missouri
$908K +$3.4K +72 +0.4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$800K -$29.1K -616 -4%
NFG
24
Nations Financial Group
Iowa
$794K +$11.9K +252 +2%
Bank of America
25
Bank of America
North Carolina
$778K +$33.1K +700 +4%
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