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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$3.03M
2
Wells Fargo
Wells Fargo
California
$3.08M
3
AAS
Avantax Advisory Services
Texas
$8.37M
4
LPL Financial
LPL Financial
California
$4.14M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$216K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$915K
2
TRCT
Tower Research Capital (TRC)
New York
$0
3
PAG
Private Advisor Group
New Jersey
$0
4
Morgan Stanley
Morgan Stanley
New York
$16.4M
5
FTUS
Flow Traders U.S.
New York
$531K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.4M -$399K -8,744 -2%
AAS
2
Avantax Advisory Services
Texas
$8.37M +$368K +8,067 +5%
LPL Financial
3
LPL Financial
California
$4.14M +$309K +6,779 +8%
Wells Fargo
4
Wells Fargo
California
$3.08M +$779K +17,074 +34%
UBS Group
5
UBS Group
Switzerland
$3.03M +$1.11M +24,394 +58%
AWS
6
Atria Wealth Solutions
New York
$2.76M -$8.71K -191 -0.3%
Ameriprise
7
Ameriprise
Minnesota
$2.08M -$132K -2,905 -6%
GIA
8
Gladstone Institutional Advisory
Florida
$2.04M +$212K +4,650 +12%
Goldman Sachs
9
Goldman Sachs
New York
$1.99M – – –
Bank of America
10
Bank of America
North Carolina
$1.86M +$139K +3,046 +8%
GA
11
Goldstein Advisors
Wisconsin
$1.86M +$1.86M +40,759 New
BAMG
12
Brand Asset Management Group
Missouri
$1.48M – – –
Citadel Advisors
13
Citadel Advisors
Florida
$1.27M +$110K +2,408 +9%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.23M – – –
SAS
15
Sanford Advisory Services
Michigan
$1.2M +$141K +3,093 +13%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.11M -$146K -3,197 -12%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$1.11M – – –
CL
18
Choreo LLC
Illinois
$1.1M +$10.9K +239 +1%
NFG
19
Nations Financial Group
Iowa
$1,000K +$319 +7 +0%
Osaic Holdings
20
Osaic Holdings
Arizona
$915K -$2.15M -46,968 -70%
ACP
21
Aveo Capital Partners
Colorado
$900K +$684 +15 +0.1%
RIA
22
Richwood Investment Advisors
Ohio
$624K – – –
RJA
23
Raymond James & Associates
Florida
$550K +$40.2K +881 +8%
FTUS
24
Flow Traders U.S.
New York
$531K -$378K -8,271 -42%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$471K +$137 +3 +0%
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