We are live on ! Find out more
ISCF icon

iShares International Small Cap Equity Factor ETF

98 hedge funds and large institutions have $468M invested in iShares International Small Cap Equity Factor ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $422M → $468M (+$45.5M)

2.26% more ownership

Funds ownership: 79.39%81.65% (+2.3%)

1% more funds holding

Funds holding: 9798 (+1)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
37
Reduced
38
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APSPRSPT
1
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$250M +$2.69M +80,300 +1%
Charles Schwab
2
Charles Schwab
California
$23M +$138K +4,130 +0.6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.6M +$5.17M +154,648 +36%
SA
4
Sanctuary Advisors
Indiana
$17.6M +$2.23M +66,736 +14%
HighTower Advisors
5
HighTower Advisors
Illinois
$13.3M -$142K -4,243 -1%
MWM
6
Modern Wealth Management
Kansas
$12.4M +$11.7M +350,420 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$9.24M +$223K +6,672 +3%
BPA
8
Beacon Pointe Advisors
California
$7.85M -$2.06M -61,461 -22%
FSG
9
Financial Strategies Group
Michigan
$6.94M +$75K +2,241 +1%
AFA
10
AllGen Financial Advisors
Florida
$6.42M +$326K +9,733 +6%
LPL Financial
11
LPL Financial
California
$5.66M -$1.16M -34,757 -18%
BHWM
12
Beaird Harris Wealth Management
Texas
$5.5M -$191K -5,721 -4%
ML
13
McAdam LLC
Pennsylvania
$4.99M +$88.3K +2,641 +2%
MML Investors Services
14
MML Investors Services
Massachusetts
$4.53M +$59K +1,765 +1%
BFC
15
Bedel Financial Consulting
Indiana
$3.94M +$190K +5,673 +5%
Bank of America
16
Bank of America
North Carolina
$3.93M +$161K +4,821 +5%
Cerity Partners
17
Cerity Partners
New York
$3.84M -$166K -4,962 -4%
RF
18
RHS Financial
California
$3.79M +$1.4M +41,953 +64%
ES
19
Eagle Strategies
New York
$3.62M +$49.5K +1,479 +1%
BIA
20
Bell Investment Advisors
California
$3.27M +$190K +5,667 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.15M -$85.8K -2,565 -3%
CC
22
Courier Capital
New York
$2.67M +$107K +3,214 +4%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.55M +$412K +12,304 +20%
Stifel Financial
24
Stifel Financial
Missouri
$2.46M +$4.58K +137 +0.2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.26M +$2.17K +65 +0.1%

ISCF Hedge Fund Activity: Q3 2024 in Review

98 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares International Small Cap Equity Factor ETF (ISCF) for Q3 2024, worth a combined $468M — up 11% from $422M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ISCF positions and 6 closed out — a net gain of 1 holder — while 37 added to existing stakes and 38 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $11.7M. The largest seller was McKinley Carter Wealth Services, cutting an estimated $11.9M.

  • 98 institutional investors held iShares International Small Cap Equity Factor ETF (ISCF) as of Q3 2024, up from 97 in Q2 2024.
  • Funds reported $468M of iShares International Small Cap Equity Factor ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 7 funds opened new iShares International Small Cap Equity Factor ETF positions in Q3 2024 and 6 closed out, a net change of +1 holder.
  • The largest iShares International Small Cap Equity Factor ETF buyer in Q3 2024 was Modern Wealth Management, an estimated $11.7M added.
  • The largest iShares International Small Cap Equity Factor ETF seller in Q3 2024 was McKinley Carter Wealth Services, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2024.