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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.09M
2
Wells Fargo
2
Wells Fargo
California
$2.15M
3
TRCT
3
Tower Research Capital (TRC)
New York
$927K
4
AWS
4
Atria Wealth Solutions
New York
$2.6M
5
Mariner
5
Mariner
Kansas
$233K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.79M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$414K
3
AAS
3
Avantax Advisory Services
Texas
$7.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.17M
5
LPL Financial
5
LPL Financial
California
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.8M -$97.5K -2,283 -0.6%
AAS
2
Avantax Advisory Services
Texas
$7.5M -$228K -5,346 -3%
LPL Financial
3
LPL Financial
California
$3.59M -$146K -3,425 -4%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.86M -$144K -3,381 -5%
AWS
5
Atria Wealth Solutions
New York
$2.6M +$250K +5,849 +11%
Wells Fargo
6
Wells Fargo
California
$2.15M +$782K +18,314 +57%
Ameriprise
7
Ameriprise
Minnesota
$2.08M +$29.6K +693 +1%
Goldman Sachs
8
Goldman Sachs
New York
$1.86M – – –
UBS Group
9
UBS Group
Switzerland
$1.79M -$3.15M -73,676 -64%
GIA
10
Gladstone Institutional Advisory
Florida
$1.71M -$65.5K -1,535 -4%
Bank of America
11
Bank of America
North Carolina
$1.61M -$16.6K -389 -1%
BAMG
12
Brand Asset Management Group
Missouri
$1.39M – – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.17M -$167K -3,902 -12%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.15M +$125K +2,920 +12%
Citadel Advisors
15
Citadel Advisors
Florida
$1.09M +$1.09M +25,417 New
S
16
Surevest
California
$1.08M +$82.9K +1,940 +8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.04M – – –
CL
18
Choreo LLC
Illinois
$1.02M – – –
SAS
19
Sanford Advisory Services
Michigan
$996K -$14K -327 -1%
NFG
20
Nations Financial Group
Iowa
$936K -$8.24K -193 -0.9%
TRCT
21
Tower Research Capital (TRC)
New York
$927K +$264K +6,192 +40%
FTUS
22
Flow Traders U.S.
New York
$850K -$40K -936 -4%
ACP
23
Aveo Capital Partners
Colorado
$842K -$384 -9 -0%
RIA
24
Richwood Investment Advisors
Ohio
$584K -$81.1K -1,900 -12%
PAG
25
Private Advisor Group
New Jersey
$498K -$114K -2,681 -19%
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