iShares Morningstar Small-Cap ETF
ISCB
62 hedge funds and large institutions have $63.4M invested in iShares Morningstar Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
3% more funds holding
Funds holding: 60 → 62 (+2)
0.21% more ownership
Funds ownership: 34.74% → 34.95% (+0.21%)
6% less capital invested
Capital invested by funds: $67.6M → $63.4M (-$4.22M)
41% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.21M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$870K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$294K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$278K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.5M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$405K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$254K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$185K |
| 5 |
LPL Financial
San Diego,
California
|
-$163K |
ISCB Hedge Fund Activity: Q3 2022 in Review
62 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q3 2022, worth a combined $63.4M — down 6.2% from $67.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ISCB positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 22 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.21M. The largest seller was UBS Group, cutting an estimated $3.5M.
- 62 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q3 2022, up from 60 in Q2 2022.
- Funds reported $63.4M of iShares Morningstar Small-Cap ETF stock for Q3 2022, down 6.2% quarter-over-quarter.
- 5 funds opened new iShares Morningstar Small-Cap ETF positions in Q3 2022 and 3 closed out, a net change of +2 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q3 2022 was Citadel Advisors, an estimated $1.21M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q3 2022 was UBS Group, an estimated $3.5M sold.
Based on aggregated 13F filings for Q3 2022.