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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

79 hedge funds and large institutions have $86.5M invested in iShares Morningstar Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
28
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.18M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.49M
3
Creative Planning
3
Creative Planning
Kansas
$201K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$817K
5
PWM
5
Perigon Wealth Management
California
$739K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$311K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$19.7M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.54M
5
UBS Group
5
UBS Group
Switzerland
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.7M 365,562 -9,888 -3%
LPL Financial
2
LPL Financial
California
$4.88M 90,579 +471 +0.5%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.49M 64,818 +15,712 +32%
Wells Fargo
4
Wells Fargo
California
$3.48M 64,567 +2,701 +4%
AWS
5
Atria Wealth Solutions
New York
$3.46M 64,198 +865 +1%
Bank of America
6
Bank of America
North Carolina
$2.97M 55,166 +1,400 +3%
AAS
7
Avantax Advisory Services
Texas
$2.62M 48,634 +2,262 +5%
MWM
8
Mittelman Wealth Management
Massachusetts
$2.45M 45,389 -56 -0.1%
Goldman Sachs
9
Goldman Sachs
New York
$2.35M 43,648 – –
AWM
10
Adams Wealth Management
Utah
$2.33M 43,320 +1,396 +3%
CI
11
CacheTech Inc
Utah
$2.33M 43,320 +43,320 New
GA
12
Goldstein Advisors
Wisconsin
$2.23M 41,384 +1,583 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.18M 40,435 +23,935 +145%
GIA
14
Gladstone Institutional Advisory
Florida
$2.18M 40,392 -780 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.89M 34,989 +2,113 +6%
Ameriprise
16
Ameriprise
Minnesota
$1.84M 34,083 -2,069 -6%
BAMG
17
Brand Asset Management Group
Missouri
$1.65M 30,585 -1,179 -4%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.58M 29,370 +705 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.54M 28,460 -6,719 -19%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.46M 27,022 – –
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.37M 25,430 -280 -1%
UBS Group
22
UBS Group
Switzerland
$1.31M 24,349 -4,266 -15%
CL
23
Choreo LLC
Illinois
$1.3M 24,337 -150 -0.6%
NFG
24
Nations Financial Group
Iowa
$1.17M 21,648 +16 +0.1%
ACP
25
Aveo Capital Partners
Colorado
$1.07M 19,927 -51 -0.3%
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