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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

74 hedge funds and large institutions have $103M invested in iShares Morningstar Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$40.3M
2
Wells Fargo
Wells Fargo
California
$3.29M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.58M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.87M
5
AAS
Avantax Advisory Services
Texas
$10.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
LPL Financial
LPL Financial
California
$4.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$321K
4
Osaic Holdings
Osaic Holdings
Arizona
$1.69M
5
Ameriprise
Ameriprise
Minnesota
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.3M +$20.3M +378,613 +101%
AAS
2
Avantax Advisory Services
Texas
$10.1M +$270K +5,041 +3%
LPL Financial
3
LPL Financial
California
$4.8M -$2.32M -43,322 -33%
AWS
4
Atria Wealth Solutions
New York
$3.37M -$21K -392 -0.6%
Wells Fargo
5
Wells Fargo
California
$3.29M +$2.2M +41,023 +202%
Bank of America
6
Bank of America
North Carolina
$2.78M +$95.1K +1,774 +4%
Goldman Sachs
7
Goldman Sachs
New York
$2.34M – – –
GIA
8
Gladstone Institutional Advisory
Florida
$2.31M +$56K +1,044 +2%
GA
9
Goldstein Advisors
Wisconsin
$2.15M -$58.6K -1,094 -3%
Ameriprise
10
Ameriprise
Minnesota
$1.92M -$90.1K -1,683 -4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.87M +$580K +10,827 +45%
BAMG
12
Brand Asset Management Group
Missouri
$1.82M +$99.7K +1,860 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.69M -$386K -7,203 -19%
UBS Group
14
UBS Group
Switzerland
$1.67M +$7.08K +132 +0.4%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.58M +$1.58M +29,400 New
HighTower Advisors
16
HighTower Advisors
Illinois
$1.44M – – –
CL
17
Choreo LLC
Illinois
$1.31M +$11.3K +210 +0.9%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$1.25M -$30.7K -573 -2%
NFG
19
Nations Financial Group
Iowa
$1.17M -$3.65K -68 -0.3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.08M +$258K +4,816 +31%
ACP
21
Aveo Capital Partners
Colorado
$1.05M -$1.82K -34 -0.2%
Corient Private Wealth
22
Corient Private Wealth
Florida
$1.04M +$20.2K +376 +2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$917K +$129K +2,404 +16%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$732K -$41.4K -773 -5%
RIA
25
Richwood Investment Advisors
Ohio
$721K – – –
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