iShares Morningstar Small-Cap ETF
ISCB
74 hedge funds and large institutions have $82.5M 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.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
13% more capital invested
Capital invested by funds: $73.1M → $82.5M (+$9.47M)
7% more funds holding
Funds holding: 69 → 74 (+5)
0.16% more ownership
Funds ownership: 36.93% → 37.09% (+0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.96M |
| 2 |
Rockefeller Capital Management
New York
|
+$1.41M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$518K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$241K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.02M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.07M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$896K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$345K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$80.5K |
ISCB Hedge Fund Activity: Q4 2023 in Review
74 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap ETF (ISCB) for Q4 2023, worth a combined $82.5M — up 13% from $73.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ISCB positions and 6 closed out — a net gain of 6 holders — while 24 added to existing stakes and 15 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.96M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.02M sold.
- 74 institutional investors held iShares Morningstar Small-Cap ETF (ISCB) as of Q4 2023, up from 69 in Q3 2023.
- Funds reported $82.5M of iShares Morningstar Small-Cap ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 12 funds opened new iShares Morningstar Small-Cap ETF positions in Q4 2023 and 6 closed out, a net change of +6 holders.
- The largest iShares Morningstar Small-Cap ETF buyer in Q4 2023 was Wells Fargo, an estimated $1.96M added.
- The largest iShares Morningstar Small-Cap ETF seller in Q4 2023 was Citadel Advisors, an estimated $3.02M sold.
Based on aggregated 13F filings for Q4 2023.