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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

81 hedge funds and large institutions have $90.3M invested in iShares Morningstar Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 2 closing their positions.

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.5M
2
PWM
2
Perigon Wealth Management
California
$1.43M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$626K
4
SC
4
Savant Capital
Illinois
$250K
5
SFP
5
Strategic Financial Planning
Texas
$210K

Top Sellers

1
MWM
1
Mittelman Wealth Management
Massachusetts
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$389K
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$0
4
Ameriprise
4
Ameriprise
Minnesota
$1.25M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.5M 383,410 +17,848 +5%
LPL Financial
2
LPL Financial
California
$5.11M 87,092 -3,487 -4%
Wells Fargo
3
Wells Fargo
California
$3.87M 65,969 +1,402 +2%
AWS
4
Atria Wealth Solutions
New York
$3.81M 64,884 +686 +1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.47M 59,152 -5,666 -9%
Bank of America
6
Bank of America
North Carolina
$3.27M 55,648 +482 +0.9%
AAS
7
Avantax Advisory Services
Texas
$2.98M 50,808 +2,174 +4%
Goldman Sachs
8
Goldman Sachs
New York
$2.56M 43,648 – –
AWM
9
Adams Wealth Management
Utah
$2.54M 43,215 -105 -0.2%
CI
10
CacheTech Inc
Utah
$2.54M 43,215 -105 -0.2%
GA
11
Goldstein Advisors
Wisconsin
$2.45M 41,679 +295 +0.7%
GIA
12
Gladstone Institutional Advisory
Florida
$2.32M 39,540 -852 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.89M 32,271 -2,718 -8%
BAMG
14
Brand Asset Management Group
Missouri
$1.73M 29,402 -1,183 -4%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.72M 29,266 -104 -0.4%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.65M 28,102 -358 -1%
UBS Group
17
UBS Group
Switzerland
$1.61M 27,430 +3,081 +13%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.59M 27,043 +21 +0.1%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$1.47M 25,430 – –
PWM
20
Perigon Wealth Management
California
$1.43M 24,427 +10,705 +78%
CL
21
Choreo LLC
Illinois
$1.42M 24,427 +90 +0.4%
NFG
22
Nations Financial Group
Iowa
$1.26M 21,530 -118 -0.5%
Ameriprise
23
Ameriprise
Minnesota
$1.25M 21,348 -12,735 -37%
ACP
24
Aveo Capital Partners
Colorado
$1.17M 19,938 +11 +0.1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$890K 15,174 +12 +0.1%
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