iShares Morningstar Small-Cap ETF
ISCB
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.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
15% more funds holding
Funds holding: 55 → 63 (+8)
5% more capital invested
Capital invested by funds: $70.2M → $73.6M (+$3.42M)
0.85% more ownership
Funds ownership: 30.14% → 30.99% (+0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$679K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$522K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$341K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$267K |
| 5 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$830K |
| 2 |
SAS
Sanford Advisory Services
Portage,
Michigan
|
-$255K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$217K |
| 4 |
LPL Financial
San Diego,
California
|
-$171K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$171K |
ISCB Hedge Fund Activity: Q4 2021 in Review
63 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q4 2021, worth a combined $73.6M — up 4.9% from $70.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ISCB positions and 2 closed out — a net gain of 8 holders — while 18 added to existing stakes and 12 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $679K. The largest seller was Morgan Stanley, cutting an estimated $830K.
- 63 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q4 2021, up from 55 in Q3 2021.
- Funds reported $73.6M of iShares Morningstar Small-Cap ETF stock for Q4 2021, up 4.9% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Small-Cap ETF positions in Q4 2021 and 2 closed out, a net change of +8 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q4 2021 was Avantax Advisory Services, an estimated $679K added.
- The largest iShares Morningstar Small-Cap ETF seller in Q4 2021 was Morgan Stanley, an estimated $830K sold.
Based on aggregated 13F filings for Q4 2021.