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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

54 hedge funds and large institutions have $55.4M invested in iShares Morningstar Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-10
Holders Change %
-15.63%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.44M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.84M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.83M
4
Wells Fargo
Wells Fargo
California
+$821K
5
LPL Financial
LPL Financial
California
+$530K

Top Sellers

1
ASN
Advisory Services Network
Georgia
-$1.95M
2
SHA
Seneca House Advisors
Virginia
-$506K
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$311K
4
UBS Group
UBS Group
Switzerland
-$299K
5
BMCM
Bryn Mawr Capital Management
Pennsylvania
-$289K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.6M +$7.44M +237,504 +91%
Citadel Advisors
2
Citadel Advisors
Florida
$4.8M +$1.83M +58,480 +62%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.03M +$2.84M +90,604 +239%
LPL Financial
4
LPL Financial
California
$3.16M +$530K +16,932 +20%
Wells Fargo
5
Wells Fargo
California
$2.87M +$821K +26,204 +40%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.68M +$90.6K +2,892 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.06M +$2.06M +65,904 New
Ameriprise
8
Ameriprise
Minnesota
$2.01M -$178K -5,676 -8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.61M -$101K -3,220 -6%
Goldman Sachs
10
Goldman Sachs
New York
$1.37M – – –
BAMG
11
Brand Asset Management Group
Missouri
$1.37M -$107K -3,400 -7%
Citigroup
12
Citigroup
New York
$1.14M +$70.8K +2,260 +7%
UBS Group
13
UBS Group
Switzerland
$1.05M -$299K -9,552 -22%
Bank of America
14
Bank of America
North Carolina
$1.02M +$507K +16,204 +98%
PWM
15
Provident Wealth Management
Tennessee
$982K -$7.14K -228 -0.7%
VFA
16
Voya Financial Advisors
Connecticut
$951K -$5.93K -188 -0.6%
CL
17
Choreo LLC
Illinois
$926K – – –
ACP
18
Aveo Capital Partners
Colorado
$834K -$20.4K -652 -2%
AAS
19
Avantax Advisory Services
Texas
$825K +$102K +3,244 +14%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$739K +$513K +16,376 +227%
PAG
21
Private Advisor Group
New Jersey
$712K -$193K -6,172 -21%
TC
22
TAP Consulting
Missouri
$598K -$4.01K -128 -0.7%
NFG
23
Nations Financial Group
Iowa
$565K +$37.6K +1,200 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$531K – – –
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$471K -$311K -9,940 -40%
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