ISCB icon

iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

55 hedge funds and large institutions have $70.2M invested in iShares Morningstar Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
$1.18M
2
Citadel Advisors
Citadel Advisors
Florida
$1.93M
3
SFS
Sowell Financial Services
Arkansas
$1.59M
4
AAS
Avantax Advisory Services
Texas
$4.18M
5
UBS Group
UBS Group
Switzerland
$2.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$20.5M
2
TC
TAP Consulting
Missouri
$0
3
LPL Financial
LPL Financial
California
$5.73M
4
Osaic Holdings
Osaic Holdings
Arizona
$3.7M
5
Citigroup
Citigroup
New York
$406K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.5M -$1.15M -20,456 -5%
LPL Financial
2
LPL Financial
California
$5.73M -$247K -4,410 -4%
AAS
3
Avantax Advisory Services
Texas
$4.18M +$543K +9,672 +15%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.7M -$222K -3,952 -6%
Ameriprise
5
Ameriprise
Minnesota
$2.86M -$166K -2,957 -5%
UBS Group
6
UBS Group
Switzerland
$2.37M +$508K +9,052 +27%
Wells Fargo
7
Wells Fargo
California
$2.16M +$68.3K +1,218 +3%
BAMG
8
Brand Asset Management Group
Missouri
$2.03M -$14.1K -252 -0.7%
Citadel Advisors
9
Citadel Advisors
Florida
$1.93M +$873K +15,571 +83%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.83M -$129K -2,306 -7%
Bank of America
11
Bank of America
North Carolina
$1.72M -$122K -2,173 -7%
SFS
12
Sowell Financial Services
Arkansas
$1.59M +$568K +10,122 +56%
SAS
13
Sanford Advisory Services
Michigan
$1.59M – – –
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.36M – – –
CL
15
Choreo LLC
Illinois
$1.33M – – –
ACP
16
Aveo Capital Partners
Colorado
$1.28M -$29.9K -533 -2%
NFG
17
Nations Financial Group
Iowa
$1.23M +$2.64K +47 +0.2%
FTUS
18
Flow Traders U.S.
New York
$1.18M +$1.18M +20,977 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.13M -$130K -2,318 -10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.04M -$25.4K -452 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$905K +$21.5K +383 +2%
PAG
22
Private Advisor Group
New Jersey
$887K – – –
RJFSA
23
Raymond James Financial Services Advisors
Florida
$691K +$17.9K +319 +3%
KAS
24
Kestra Advisory Services
Texas
$609K +$14.7K +263 +2%
FA
25
Flagstar Advisors
New York
$585K +$585K +10,431 New
1
2 3