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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

53 hedge funds and large institutions have $82.5M invested in iShares Morningstar Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$8.15M
2
ACP
Aveo Capital Partners
Colorado
$1.32M
3
AAS
Avantax Advisory Services
Texas
$3.14M
4
SFS
Sowell Financial Services
Arkansas
$669K
5
LPL Financial
LPL Financial
California
$5.91M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$22.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.87M
4
BPA
Beacon Pointe Advisors
California
$0
5
LP
LGL Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.6M -$670K -11,876 -3%
Citadel Advisors
2
Citadel Advisors
Florida
$8.15M +$6.64M +117,724 +438%
LPL Financial
3
LPL Financial
California
$5.91M +$448K +7,940 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.87M -$466K -8,264 -9%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.65M -$136K -2,416 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.85M +$272K +4,816 +8%
Ameriprise
7
Ameriprise
Minnesota
$3.27M -$161K -2,848 -5%
AAS
8
Avantax Advisory Services
Texas
$3.14M +$1.28M +22,768 +69%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.22M -$43.8K -776 -2%
Wells Fargo
10
Wells Fargo
California
$2.19M -$188K -3,328 -8%
BAMG
11
Brand Asset Management Group
Missouri
$2.09M -$157K -2,788 -7%
Bank of America
12
Bank of America
North Carolina
$1.77M +$85.2K +1,512 +5%
SAS
13
Sanford Advisory Services
Michigan
$1.66M +$54.8K +984 +3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.37M – – –
CL
15
Choreo LLC
Illinois
$1.33M – – –
ACP
16
Aveo Capital Partners
Colorado
$1.32M +$1.32M +23,396 New
NFG
17
Nations Financial Group
Iowa
$1.21M +$56.4K +1,000 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.06M +$316K +5,600 +42%
TC
19
TAP Consulting
Missouri
$1.02M -$18K -320 -2%
PAG
20
Private Advisor Group
New Jersey
$882K – – –
KAS
21
Kestra Advisory Services
Texas
$756K -$27.7K -492 -4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$683K -$79.2K -1,404 -10%
SFS
23
Sowell Financial Services
Arkansas
$669K +$644K +44,460 +2,555%
Citigroup
24
Citigroup
New York
$611K -$61.6K -1,092 -9%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$553K – – –
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