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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

65 hedge funds and large institutions have $71M 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.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$5.99M
2
AWM
Adams Wealth Management
Utah
$1.36M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.31M
4
Bank of America
Bank of America
North Carolina
$3.13M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$722K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.05M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
FTUS
Flow Traders U.S.
New York
$0
4
Ameriprise
Ameriprise
Minnesota
$1.85M
5
Morgan Stanley
Morgan Stanley
New York
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17M -$69.2K -1,460 -0.4%
AAS
2
Avantax Advisory Services
Texas
$8.73M +$24.2K +511 +0.3%
LPL Financial
3
LPL Financial
California
$5.99M +$1.69M +35,599 +39%
UBS Group
4
UBS Group
Switzerland
$3.16M +$14.4K +303 +0.5%
Bank of America
5
Bank of America
North Carolina
$3.13M +$1.19M +25,140 +62%
AWS
6
Atria Wealth Solutions
New York
$2.95M +$73K +1,540 +3%
Goldman Sachs
7
Goldman Sachs
New York
$2.07M – – –
GIA
8
Gladstone Institutional Advisory
Florida
$2.06M -$61.1K -1,290 -3%
GA
9
Goldstein Advisors
Wisconsin
$1.92M -$10.7K -225 -0.6%
Ameriprise
10
Ameriprise
Minnesota
$1.85M -$315K -6,638 -15%
BAMG
11
Brand Asset Management Group
Missouri
$1.54M -$4.27K -90 -0.3%
AWM
12
Adams Wealth Management
Utah
$1.36M +$1.36M +28,769 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.31M +$1.31M +27,694 New
HighTower Advisors
14
HighTower Advisors
Illinois
$1.28M – – –
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$1.15M – – –
CL
16
Choreo LLC
Illinois
$1.14M +$4.36K +92 +0.4%
Wells Fargo
17
Wells Fargo
California
$1.05M -$2.15M -45,323 -67%
NFG
18
Nations Financial Group
Iowa
$1.03M -$7.54K -159 -0.7%
Osaic Holdings
19
Osaic Holdings
Arizona
$964K +$14.4K +304 +2%
Corient Private Wealth
20
Corient Private Wealth
Florida
$962K -$64.3K -1,356 -6%
ACP
21
Aveo Capital Partners
Colorado
$931K -$4.5K -95 -0.5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$722K +$722K +15,234 New
RIA
23
Richwood Investment Advisors
Ohio
$645K -$2.84K -60 -0.4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$614K +$185K +3,904 +43%
RJA
25
Raymond James & Associates
Florida
$533K -$38.9K -821 -7%
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