iShares Morningstar Small-Cap ETF
ISCB
64 hedge funds and large institutions have $67.4M invested in iShares Morningstar Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
6% more capital invested
Capital invested by funds: $63.4M → $67.4M (+$4.01M)
3% more funds holding
Funds holding: 62 → 64 (+2)
0.07% less ownership
Funds ownership: 34.95% → 34.88% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.13M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$788K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$372K |
| 4 |
LPL Financial
San Diego,
California
|
+$313K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$219K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.17M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$927K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$498K |
| 4 |
Morgan Stanley
New York
|
-$404K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$382K |
ISCB Hedge Fund Activity: Q4 2022 in Review
64 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q4 2022, worth a combined $67.4M — up 6.3% from $63.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ISCB positions and 7 closed out — a net gain of 4 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was UBS Group, adding an estimated $1.13M. The largest seller was Osaic Holdings, cutting an estimated $2.17M.
- 64 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q4 2022, up from 62 in Q3 2022.
- Funds reported $67.4M of iShares Morningstar Small-Cap ETF stock for Q4 2022, up 6.3% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Small-Cap ETF positions in Q4 2022 and 7 closed out, a net change of +4 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q4 2022 was UBS Group, an estimated $1.13M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q4 2022 was Osaic Holdings, an estimated $2.17M sold.
Based on aggregated 13F filings for Q4 2022.