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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

69 hedge funds and large institutions have $77.9M invested in iShares Morningstar Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.12M
2
PWM
2
Perigon Wealth Management
California
$538K
3
LPL Financial
3
LPL Financial
California
$6.75M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.1M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.48M
2
SPC
2
Sigma Planning Corp
Michigan
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$635K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$374K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.1M 365,025 +5,785 +2%
AAS
2
Avantax Advisory Services
Texas
$9.17M 184,358 +258 +0.1%
LPL Financial
3
LPL Financial
California
$6.75M 135,692 +9,314 +7%
Bank of America
4
Bank of America
North Carolina
$3.34M 67,103 +1,113 +2%
Wells Fargo
5
Wells Fargo
California
$3.12M 62,653 +40,445 +182%
AWS
6
Atria Wealth Solutions
New York
$3.08M 61,945 -210 -0.3%
Goldman Sachs
7
Goldman Sachs
New York
$2.17M 43,648 – –
GIA
8
Gladstone Institutional Advisory
Florida
$2.15M 43,142 -250 -0.6%
GA
9
Goldstein Advisors
Wisconsin
$2.06M 41,459 +925 +2%
Ameriprise
10
Ameriprise
Minnesota
$1.93M 38,928 -110 -0.3%
BAMG
11
Brand Asset Management Group
Missouri
$1.61M 32,378 -24 -0.1%
UBS Group
12
UBS Group
Switzerland
$1.48M 29,856 -36,855 -55%
AWM
13
Adams Wealth Management
Utah
$1.39M 27,946 -823 -3%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.34M 26,882 – –
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$1.31M 26,333 -1,361 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.3M 26,214 +5,882 +29%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.21M 24,374 +745 +3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$1.21M 24,248 – –
CL
19
Choreo LLC
Illinois
$1.2M 24,216 +73 +0.3%
NFG
20
Nations Financial Group
Iowa
$1.09M 21,966 +199 +0.9%
ACP
21
Aveo Capital Partners
Colorado
$977K 19,643 +9 +0%
Corient Private Wealth
22
Corient Private Wealth
Florida
$962K 19,350 -941 -5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$720K 14,484 +5,278 +57%
RIA
24
Richwood Investment Advisors
Ohio
$674K 13,557 -60 -0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$635K 12,780 -2,454 -16%
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