iShares Morningstar Small-Cap ETF
ISCB
65 hedge funds and large institutions have $72.2M invested in iShares Morningstar Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
7% more capital invested
Capital invested by funds: $67.4M → $72.2M (+$4.72M)
2% more funds holding
Funds holding: 64 → 65 (+1)
0.52% more ownership
Funds ownership: 34.88% → 35.4% (+0.52%)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.73M |
| 2 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$1.4M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.34M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.22M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$740K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$531K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$322K |
| 5 |
Morgan Stanley
New York
|
-$70.9K |
ISCB Hedge Fund Activity: Q1 2023 in Review
65 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q1 2023, worth a combined $72.2M — up 7% from $67.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ISCB positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 18 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.73M. The largest seller was Wells Fargo, cutting an estimated $2.2M.
- 65 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q1 2023, up from 64 in Q4 2022.
- Funds reported $72.2M of iShares Morningstar Small-Cap ETF stock for Q1 2023, up 7% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Small-Cap ETF positions in Q1 2023 and 6 closed out, a net change of +3 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q1 2023 was LPL Financial, an estimated $1.73M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q1 2023 was Wells Fargo, an estimated $2.2M sold.
Based on aggregated 13F filings for Q1 2023.