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iShares Morningstar Small-Cap ETF
ISCB

Overview Fund Activity

81 hedge funds and large institutions have $94M invested in iShares Morningstar Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$11.5M
2
LPL Financial
LPL Financial
California
$8.99M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.32M
4
Bank of America
Bank of America
North Carolina
$3.82M
5
AAS
Avantax Advisory Services
Texas
$3.45M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
$0
2
Jane Street
Jane Street
New York
$0
3
MML Investors Services
MML Investors Services
Massachusetts
$0
4
BAMG
Brand Asset Management Group
Missouri
$1.45M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.2M -$120K -2,057 -0.6%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$11.5M +$11M +188,000 +2,080%
LPL Financial
3
LPL Financial
California
$8.99M +$4.07M +69,909 +83%
Wells Fargo
4
Wells Fargo
California
$4.17M +$130K +2,235 +3%
Bank of America
5
Bank of America
North Carolina
$3.82M +$457K +7,839 +14%
AAS
6
Avantax Advisory Services
Texas
$3.45M +$367K +6,303 +12%
Goldman Sachs
7
Goldman Sachs
New York
$2.54M – – –
GA
8
Goldstein Advisors
Wisconsin
$2.44M +$4.78K +82 +0.2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.32M +$2.01M +34,449 +648%
GIA
10
Gladstone Institutional Advisory
Florida
$2.21M -$23.9K -410 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.13M -$96.6K -1,657 -4%
Raymond James Financial
12
Raymond James Financial
Florida
$1.95M -$21.8K -374 -1%
UBS Group
13
UBS Group
Switzerland
$1.7M -$197K -3,380 -10%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.69M -$10.3K -177 -0.6%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$1.53M -$5.83K -100 -0.4%
BAMG
16
Brand Asset Management Group
Missouri
$1.45M -$244K -4,182 -14%
CL
17
Choreo LLC
Illinois
$1.44M +$4.49K +77 +0.3%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.41M – – –
Ameriprise
19
Ameriprise
Minnesota
$1.31M +$991 +17 +0.1%
NFG
20
Nations Financial Group
Iowa
$1.21M -$1.57K -27 -0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$992K +$307K +5,230 +45%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$990K +$195K +3,339 +24%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$955K -$206K -3,530 -18%
Citadel Advisors
24
Citadel Advisors
Florida
$626K +$303K +5,202 +94%
KPWG
25
KFA Private Wealth Group
Virginia
$622K -$9.85K -169 -2%
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