iShares Morningstar Small-Cap ETF
ISCB
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
8% more capital invested
Capital invested by funds: $72.2M → $77.9M (+$5.76M)
6% more funds holding
Funds holding: 65 → 69 (+4)
1.48% more ownership
Funds ownership: 35.4% → 36.87% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.91M |
| 2 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$509K |
| 3 |
LPL Financial
San Diego,
California
|
+$439K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$277K |
| 5 |
Morgan Stanley
New York
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.74M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$302K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$116K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$85.6K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$64.1K |
ISCB Hedge Fund Activity: Q2 2023 in Review
69 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q2 2023, worth a combined $77.9M — up 8% from $72.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ISCB positions and 3 closed out — a net gain of 4 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.91M. The largest seller was UBS Group, cutting an estimated $1.74M.
- 69 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q2 2023, up from 65 in Q1 2023.
- Funds reported $77.9M of iShares Morningstar Small-Cap ETF stock for Q2 2023, up 8% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Small-Cap ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q2 2023 was Wells Fargo, an estimated $1.91M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q2 2023 was UBS Group, an estimated $1.74M sold.
Based on aggregated 13F filings for Q2 2023.