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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

69 hedge funds and large institutions have $73.1M invested in iShares Morningstar Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.02M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.82M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.16M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$722K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$954K
2
AWM
2
Adams Wealth Management
Utah
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.7K
4
Bank of America
4
Bank of America
North Carolina
$2.36M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.6M 373,967 +8,942 +2%
AAS
2
Avantax Advisory Services
Texas
$8.66M 183,838 -520 -0.3%
LPL Financial
3
LPL Financial
California
$6.25M 132,823 -2,869 -2%
Citadel Advisors
4
Citadel Advisors
Florida
$3.02M 64,038 +64,038 New
AWS
5
Atria Wealth Solutions
New York
$2.98M 63,312 +1,367 +2%
Bank of America
6
Bank of America
North Carolina
$2.36M 50,052 -17,051 -25%
Goldman Sachs
7
Goldman Sachs
New York
$2.06M 43,648 – –
GIA
8
Gladstone Institutional Advisory
Florida
$1.98M 42,042 -1,100 -3%
GA
9
Goldstein Advisors
Wisconsin
$1.94M 41,210 -249 -0.6%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.82M 38,616 +12,402 +47%
Ameriprise
11
Ameriprise
Minnesota
$1.77M 37,594 -1,334 -3%
BAMG
12
Brand Asset Management Group
Missouri
$1.51M 32,164 -214 -0.7%
UBS Group
13
UBS Group
Switzerland
$1.46M 30,973 +1,117 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.26M 26,882 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.16M 24,719 +12,348 +100%
CL
16
Choreo LLC
Illinois
$1.15M 24,216 – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.13M 24,076 -298 -1%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$1.12M 23,862 -2,471 -9%
NFG
19
Nations Financial Group
Iowa
$1.03M 21,837 -129 -0.6%
Wells Fargo
20
Wells Fargo
California
$954K 20,269 -42,384 -68%
ACP
21
Aveo Capital Partners
Colorado
$925K 19,643 – –
Corient Private Wealth
22
Corient Private Wealth
Florida
$892K 18,952 -398 -2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$722K 15,339 +7,826 +104%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$692K 14,706 +1,926 +15%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$679K 14,426 -58 -0.4%
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