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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

60 hedge funds and large institutions have $67.6M invested in iShares Morningstar Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
60
Holders Change
-6
Holders Change %
-9.09%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$8M
2
UBS Group
2
UBS Group
Switzerland
$5.12M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.12M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
WWM
3
Western Wealth Management
Colorado
$0
4
LPL Financial
4
LPL Financial
California
$3.87M
5
AWS
5
Atria Wealth Solutions
New York
$2.43M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.4M 371,727 +14,706 +4%
AAS
2
Avantax Advisory Services
Texas
$8M 180,868 +88,878 +97%
UBS Group
3
UBS Group
Switzerland
$5.12M 115,690 +75,083 +185%
LPL Financial
4
LPL Financial
California
$3.87M 87,425 -7,857 -8%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.12M 70,377 +996 +1%
AWS
6
Atria Wealth Solutions
New York
$2.43M 54,957 -6,732 -11%
Ameriprise
7
Ameriprise
Minnesota
$2.12M 47,888 -4,219 -8%
Goldman Sachs
8
Goldman Sachs
New York
$1.93M 43,648 +43,648 New
GIA
9
Gladstone Institutional Advisory
Florida
$1.84M 41,567 +325 +0.8%
Bank of America
10
Bank of America
North Carolina
$1.69M 38,193 -2,042 -5%
BAMG
11
Brand Asset Management Group
Missouri
$1.44M 32,492 -3,726 -10%
Wells Fargo
12
Wells Fargo
California
$1.42M 32,143 -2,373 -7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.39M 31,409 -502 -2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.07M 24,248 – –
HighTower Advisors
15
HighTower Advisors
Illinois
$1.06M 23,962 – –
CL
16
Choreo LLC
Illinois
$1.05M 23,812 -69 -0.3%
SAS
17
Sanford Advisory Services
Michigan
$1.05M 23,635 – –
S
18
Surevest
California
$1.03M 23,276 +500 +2%
NFG
19
Nations Financial Group
Iowa
$978K 22,112 -105 -0.5%
FTUS
20
Flow Traders U.S.
New York
$922K 20,841 -136 -0.6%
ACP
21
Aveo Capital Partners
Colorado
$873K 19,723 -1,952 -9%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$807K 18,230 -143 -0.8%
RIA
23
Richwood Investment Advisors
Ohio
$689K 15,577 – –
TRCT
24
Tower Research Capital (TRC)
New York
$687K 15,516 +699 +5%
PAG
25
Private Advisor Group
New Jersey
$635K 14,353 -1,454 -9%
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