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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

50 hedge funds and large institutions have $63.8M invested in iShares Morningstar Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$4.48M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.35M
3
ACP
Aveo Capital Partners
Colorado
+$974K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$896K
5
Ameriprise
Ameriprise
Minnesota
+$412K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.6M
2
PWM
Provident Wealth Management
Tennessee
-$1.52M
3
VFA
Voya Financial Advisors
Connecticut
-$1.02M
4
Citigroup
Citigroup
New York
-$990K
5
Morgan Stanley
Morgan Stanley
New York
-$771K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.2M -$771K -19,656 -4%
AAS
2
Avantax Advisory Services
Texas
$5.55M +$4.48M +114,232 +418%
LPL Financial
3
LPL Financial
California
$3.64M -$205K -5,224 -5%
Citadel Advisors
4
Citadel Advisors
Florida
$3.35M +$3.35M +85,420 New
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$3.19M – – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.12M +$896K +22,848 +40%
Ameriprise
7
Ameriprise
Minnesota
$2.67M +$412K +10,520 +18%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.46M -$17.4K -444 -0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.03M -$2.6M -66,284 -56%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.89M -$211K -5,376 -10%
Wells Fargo
11
Wells Fargo
California
$1.88M -$73.1K -1,864 -4%
Goldman Sachs
12
Goldman Sachs
New York
$1.71M – – –
BAMG
13
Brand Asset Management Group
Missouri
$1.57M – – –
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.27M -$17.7K -452 -1%
UBS Group
15
UBS Group
Switzerland
$1.26M +$94.4K +2,408 +8%
Bank of America
16
Bank of America
North Carolina
$1.06M +$88.4K +2,256 +9%
ACP
17
Aveo Capital Partners
Colorado
$974K +$974K +24,856 New
CL
18
Choreo LLC
Illinois
$920K -$250K -6,364 -21%
TC
19
TAP Consulting
Missouri
$753K +$2.98K +76 +0.4%
NFG
20
Nations Financial Group
Iowa
$744K +$49.9K +1,272 +7%
PAG
21
Private Advisor Group
New Jersey
$613K -$49.2K -1,256 -7%
KAS
22
Kestra Advisory Services
Texas
$601K +$601K +232 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$493K -$21.7K -552 -4%
Citigroup
24
Citigroup
New York
$467K -$990K -25,232 -68%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$385K – – –
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