iShares Morningstar Small-Cap ETF
ISCB
66 hedge funds and large institutions have $74.6M invested in iShares Morningstar Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
5% more funds holding
Funds holding: 63 → 66 (+3)
2.57% more ownership
Funds ownership: 30.99% → 33.56% (+2.6%)
1% more capital invested
Capital invested by funds: $73.6M → $74.6M (+$989K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$2.19M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.27M |
| 3 |
S
Surevest
Los Angeles,
California
|
+$1.14M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$745K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$948K |
| 4 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
-$234K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$215K |
ISCB Hedge Fund Activity: Q1 2022 in Review
66 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q1 2022, worth a combined $74.6M — up 1.3% from $73.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ISCB positions and 7 closed out — a net gain of 4 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Gladstone Institutional Advisory, opening a new position worth an estimated $2.19M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $2.14M sold.
- 66 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q1 2022, up from 63 in Q4 2021.
- Funds reported $74.6M of iShares Morningstar Small-Cap ETF stock for Q1 2022, up 1.3% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Small-Cap ETF positions in Q1 2022 and 7 closed out, a net change of +4 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q1 2022 was Gladstone Institutional Advisory, an estimated $2.19M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q1 2022 was Sowell Financial Services, an estimated $2.14M sold.
Based on aggregated 13F filings for Q1 2022.