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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

80 hedge funds and large institutions have $80.9M invested in iShares Morningstar Small-Cap ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$613K
2
KPWG
KFA Private Wealth Group
Virginia
+$588K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$494K
4
AWS
Atria Wealth Solutions
New York
+$225K
5
AF
Apexium Financial
Texas
+$215K

Top Sellers

1
ACP
Aveo Capital Partners
Colorado
-$1.17M
2
PWM
Perigon Wealth Management
California
-$909K
3
Morgan Stanley
Morgan Stanley
New York
-$637K
4
Osaic Holdings
Osaic Holdings
Arizona
-$296K
5
CWA
Continuum Wealth Advisors
New York
-$241K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.8M -$637K -11,767 -3%
LPL Financial
2
LPL Financial
California
$4.57M -$147K -2,712 -3%
AWS
3
Atria Wealth Solutions
New York
$3.77M +$225K +4,157 +6%
Wells Fargo
4
Wells Fargo
California
$3.76M +$148K +2,731 +4%
Bank of America
5
Bank of America
North Carolina
$3.13M +$68.1K +1,257 +2%
AAS
6
Avantax Advisory Services
Texas
$2.86M -$37.4K -691 -1%
CI
7
CacheTech Inc
Utah
$2.65M +$15.3K +283 +0.6%
AWM
8
Adams Wealth Management
Utah
$2.65M +$15.3K +283 +0.6%
Goldman Sachs
9
Goldman Sachs
New York
$2.36M – – –
GA
10
Goldstein Advisors
Wisconsin
$2.26M -$26.9K -496 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.07M +$209K +3,848 +11%
GIA
12
Gladstone Institutional Advisory
Florida
$2.07M -$32.8K -606 -2%
Raymond James Financial
13
Raymond James Financial
Florida
$1.83M +$5.91K +109 +0.3%
UBS Group
14
UBS Group
Switzerland
$1.77M +$195K +3,608 +12%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.58M – – –
BAMG
16
Brand Asset Management Group
Missouri
$1.57M +$4.82K +89 +0.3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$1.43M +$151K +2,780 +12%
CL
18
Choreo LLC
Illinois
$1.33M +$3.79K +70 +0.3%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.31M -$158K -2,920 -11%
Ameriprise
20
Ameriprise
Minnesota
$1.21M +$59K +1,089 +5%
NFG
21
Nations Financial Group
Iowa
$1.13M -$32.4K -598 -3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$1.08M +$494K +9,123 +84%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$740K -$4.77K -88 -0.6%
Osaic Holdings
24
Osaic Holdings
Arizona
$633K -$296K -5,458 -32%
Jane Street
25
Jane Street
New York
$613K +$613K +11,318 New
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