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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

83 hedge funds and large institutions have $89.4M invested in iShares Morningstar Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
26
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$806K
2
Citadel Advisors
Citadel Advisors
Florida
$585K
3
CI
CacheTech Inc
Utah
$2.86M
4
AWM
Adams Wealth Management
Utah
$2.86M
5
AF
Apexium Financial
Texas
$307K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$473K
2
Osaic Holdings
Osaic Holdings
Arizona
$1.01M
3
Morgan Stanley
Morgan Stanley
New York
$22.1M
4
SC
Savant Capital
Illinois
$0
5
NS
NBC Securities
Alabama
$127
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.1M -$347K -5,920 -2%
LPL Financial
2
LPL Financial
California
$5.1M -$5.1K -87 -0.1%
Wells Fargo
3
Wells Fargo
California
$3.91M +$36K +614 +0.9%
AWS
4
Atria Wealth Solutions
New York
$3.84M +$33.7K +574 +0.9%
Bank of America
5
Bank of America
North Carolina
$3.31M +$50.2K +856 +2%
AAS
6
Avantax Advisory Services
Texas
$3.14M +$158K +2,699 +5%
CI
7
CacheTech Inc
Utah
$2.86M +$322K +5,487 +13%
AWM
8
Adams Wealth Management
Utah
$2.86M +$322K +5,487 +13%
Goldman Sachs
9
Goldman Sachs
New York
$2.56M – – –
GA
10
Goldstein Advisors
Wisconsin
$2.48M +$33.7K +574 +1%
GIA
11
Gladstone Institutional Advisory
Florida
$2.28M -$40.1K -684 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.02M +$127K +2,158 +7%
Raymond James Financial
13
Raymond James Financial
Florida
$1.97M +$1.97M +33,651 New
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.71M -$5.81K -99 -0.3%
UBS Group
15
UBS Group
Switzerland
$1.7M +$91.1K +1,553 +6%
BAMG
16
Brand Asset Management Group
Missouri
$1.7M -$26.9K -459 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$1.59M +$5.4K +92 +0.3%
PWM
18
Perigon Wealth Management
California
$1.48M +$1.39K +23 +0.1%
CL
19
Choreo LLC
Illinois
$1.44M +$5.57K +95 +0.4%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$1.38M -$111K -1,891 -7%
NFG
21
Nations Financial Group
Iowa
$1.26M -$3.93K -67 -0.3%
Ameriprise
22
Ameriprise
Minnesota
$1.25M -$1.7K -29 -0.1%
ACP
23
Aveo Capital Partners
Colorado
$1.17M -$2.11K -36 -0.2%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.01M -$644K -10,977 -39%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$806K +$510K +8,688 +172%
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