iShares Morningstar Small-Cap ETF
ISCB
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.
1.18% more ownership
Funds ownership: 33.56% → 34.74% (+1.2%)
9% less funds holding
Funds holding: 66 → 60 (-6)
9% less capital invested
Capital invested by funds: $74.6M → $67.6M (-$6.92M)
43% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 23
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.63M |
| 3 |
Goldman Sachs
New York
|
+$2.11M |
| 4 |
Morgan Stanley
New York
|
+$712K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$48.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$752K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$745K |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$670K |
| 4 |
LPL Financial
San Diego,
California
|
-$380K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$326K |
ISCB Hedge Fund Activity: Q2 2022 in Review
60 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q2 2022, worth a combined $67.6M — down 9.3% from $74.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ISCB and 4 opened new positions — a net loss of 6 holders — while 23 trimmed existing stakes and 13 added.
The largest buyer was Avantax Advisory Services, adding an estimated $4.3M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $752K sold.
- 60 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q2 2022, down from 66 in Q1 2022.
- Funds reported $67.6M of iShares Morningstar Small-Cap ETF stock for Q2 2022, down 9.3% quarter-over-quarter.
- 4 funds opened new iShares Morningstar Small-Cap ETF positions in Q2 2022 and 10 closed out, a net change of -6 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q2 2022 was Avantax Advisory Services, an estimated $4.3M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q2 2022 was Thrivent Financial for Lutherans, an estimated $752K sold.
Based on aggregated 13F filings for Q2 2022.