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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

84 hedge funds and large institutions have $89M invested in iShares Morningstar Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+10
Holders Change %
+13.51%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Adams Wealth Management
Utah
+$2.36M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.63M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.57M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$590K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$481K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$21.2M
2
AAS
Avantax Advisory Services
Texas
-$8.01M
3
UBS Group
UBS Group
Switzerland
-$140K
4
BAMG
Brand Asset Management Group
Missouri
-$127K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.1M -$21.2M -377,130 -50%
LPL Financial
2
LPL Financial
California
$5.07M +$34.1K +607 +0.7%
AWS
3
Atria Wealth Solutions
New York
$3.56M +$23.2K +413 +0.7%
Wells Fargo
4
Wells Fargo
California
$3.48M +$32.3K +574 +0.9%
Bank of America
5
Bank of America
North Carolina
$3.02M +$109K +1,940 +4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.76M +$1.63M +28,951 +144%
AAS
7
Avantax Advisory Services
Texas
$2.61M -$8.01M -142,507 -75%
MWM
8
Mittelman Wealth Management
Massachusetts
$2.55M +$2.55M +45,445 New
Goldman Sachs
9
Goldman Sachs
New York
$2.45M – – –
AWM
10
Adams Wealth Management
Utah
$2.36M +$2.36M +41,924 New
GIA
11
Gladstone Institutional Advisory
Florida
$2.31M -$108K -1,914 -4%
GA
12
Goldstein Advisors
Wisconsin
$2.24M -$17.7K -315 -0.8%
Ameriprise
13
Ameriprise
Minnesota
$2.03M +$13.5K +241 +0.7%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.98M +$212K +3,766 +12%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.85M -$114K -2,027 -6%
BAMG
16
Brand Asset Management Group
Missouri
$1.79M -$127K -2,260 -7%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.61M -$41.3K -735 -3%
UBS Group
18
UBS Group
Switzerland
$1.61M -$140K -2,490 -8%
Citadel Advisors
19
Citadel Advisors
Florida
$1.57M +$1.57M +27,994 New
HighTower Advisors
20
HighTower Advisors
Illinois
$1.52M +$7.87K +140 +0.5%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.45M +$136K +2,421 +10%
CL
22
Choreo LLC
Illinois
$1.38M +$3.43K +61 +0.2%
NFG
23
Nations Financial Group
Iowa
$1.22M -$7.7K -137 -0.6%
Corient Private Wealth
24
Corient Private Wealth
Florida
$1.12M +$35.1K +624 +3%
ACP
25
Aveo Capital Partners
Colorado
$1.08M +$19.9K +369 +2%
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