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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

55 hedge funds and large institutions have $68.4M invested in iShares Morningstar Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.12M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.2M
3
KAS
Kestra Advisory Services
Texas
+$675K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$259K
5
UCFA
United Capital Financial Advisors
Texas
+$236K

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$5.38M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.19M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.89M
4
Morgan Stanley
Morgan Stanley
New York
-$2.61M
5
ACP
Aveo Capital Partners
Colorado
-$974K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.4M -$2.61M -52,856 -11%
LPL Financial
2
LPL Financial
California
$4.78M +$190K +3,856 +4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.67M +$2.12M +42,880 +83%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.19M +$259K +5,248 +7%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.13M +$35.1K +712 +1%
Ameriprise
6
Ameriprise
Minnesota
$3M -$362K -7,336 -11%
Goldman Sachs
7
Goldman Sachs
New York
$2.15M – – –
Wells Fargo
8
Wells Fargo
California
$2.08M -$291K -5,900 -12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.98M -$402K -8,144 -17%
BAMG
10
Brand Asset Management Group
Missouri
$1.97M -$10.3K -208 -0.5%
AAS
11
Avantax Advisory Services
Texas
$1.63M -$5.38M -108,672 -77%
UBS Group
12
UBS Group
Switzerland
$1.63M +$41.4K +840 +3%
Bank of America
13
Bank of America
North Carolina
$1.47M +$135K +2,728 +10%
SAS
14
Sanford Advisory Services
Michigan
$1.42M +$1.42M +28,740 New
Citadel Advisors
15
Citadel Advisors
Florida
$1.33M -$2.89M -58,568 -69%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1.2M +$1.2M +24,248 New
CL
17
Choreo LLC
Illinois
$1.16M +$3.75K +76 +0.3%
NFG
18
Nations Financial Group
Iowa
$1.01M +$70.3K +1,424 +8%
TC
19
TAP Consulting
Missouri
$907K -$40.3K -816 -4%
PAG
20
Private Advisor Group
New Jersey
$772K – – –
KAS
21
Kestra Advisory Services
Texas
$686K +$675K +13,672 +5,893%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$667K -$938K -18,996 -58%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$654K +$34.5K +700 +6%
Citigroup
24
Citigroup
New York
$589K +$1.38K +28 +0.2%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$484K – – –
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