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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

63 hedge funds and large institutions have $73.6M invested in iShares Morningstar Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$4.93M
2
SFS
Sowell Financial Services
Arkansas
$2.14M
3
TRCT
Tower Research Capital (TRC)
New York
$761K
4
Osaic Holdings
Osaic Holdings
Arizona
$4.03M
5
LP
LGL Partners
Pennsylvania
$234K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$20.1M
2
SAS
Sanford Advisory Services
Michigan
$1.37M
3
BPA
Beacon Pointe Advisors
California
$0
4
LPL Financial
LPL Financial
California
$5.68M
5
UBS Group
UBS Group
Switzerland
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.1M -$820K -14,338 -4%
LPL Financial
2
LPL Financial
California
$5.68M -$169K -2,962 -3%
AAS
3
Avantax Advisory Services
Texas
$4.93M +$671K +11,727 +16%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.03M +$264K +4,606 +7%
Ameriprise
5
Ameriprise
Minnesota
$3.05M +$131K +2,285 +4%
UBS Group
6
UBS Group
Switzerland
$2.25M -$169K -2,956 -7%
SFS
7
Sowell Financial Services
Arkansas
$2.14M +$516K +9,012 +32%
Wells Fargo
8
Wells Fargo
California
$2.11M -$92.4K -1,615 -4%
BAMG
9
Brand Asset Management Group
Missouri
$2.07M – – –
Bank of America
10
Bank of America
North Carolina
$1.92M +$162K +2,831 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.88M +$10.7K +187 +0.6%
Citadel Advisors
12
Citadel Advisors
Florida
$1.82M -$147K -2,573 -7%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$1.39M – – –
SAS
14
Sanford Advisory Services
Michigan
$1.37M -$252K -4,400 -16%
CL
15
Choreo LLC
Illinois
$1.36M +$10.5K +184 +0.8%
NFG
16
Nations Financial Group
Iowa
$1.26M +$3.66K +64 +0.3%
ACP
17
Aveo Capital Partners
Colorado
$1.25M -$50.4K -880 -4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.21M +$55.2K +964 +5%
FTUS
19
Flow Traders U.S.
New York
$1.2M – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.09M +$163K +2,857 +18%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.08M +$12.2K +213 +1%
PAG
22
Private Advisor Group
New Jersey
$904K – – –
RIA
23
Richwood Investment Advisors
Ohio
$903K +$903K +15,777 New
TRCT
24
Tower Research Capital (TRC)
New York
$761K +$337K +5,886 +79%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$639K -$66.3K -1,159 -9%
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