Who Owns ISCB?
iShares Morningstar Small-Cap ETF — Institutional Ownership & 13F Holdings
$70.31
+0.88 (+1.27%)
Market Cap
$264.2M
Shares Outstanding
3,510,802
Institutional Holders
81
Total Inst. Value
$806.8M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
14
Closed Positions
6
Increased
27
Decreased
19
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $739.8M | 13,655 |
| 2 | MORGAN STANLEY | $19.8M | 365,723 |
| 3 | WELLS FARGO & COMPANY/MN | $3.8M | 69,314 |
| 4 | BANK OF AMERICA CORP /DE/ | $3.1M | 57,761 |
| 5 | CacheTech Inc. | $2.7M | 48,985 |
| 6 | Adams Wealth Management | $2.7M | 48,985 |
| 7 | GOLDMAN SACHS GROUP INC | $2.4M | 43,648 |
| 8 | Goldstein Advisors, LLC | $2.3M | 41,757 |
| 9 | Gladstone Institutional Advisory LLC | $2.1M | 38,250 |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.8M | 33,760 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +3K | $3.8M |
| BANK OF AMERICA CORP /DE/ | +1K | $3.1M |
| CacheTech Inc. | +283 | $2.7M |
| Adams Wealth Management | +283 | $2.7M |
| RAYMOND JAMES FINANCIAL INC | +109 | $1.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Perigon Wealth Management, LLC | -17K | $415K |
| OSAIC HOLDINGS, INC. | -16K | $633K |
| MORGAN STANLEY | -12K | $19.8M |
| CITADEL ADVISORS LLC | -4K | $301K |
| CITIGROUP INC | -3K | $302K |
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Frequently Asked Questions
How many institutional investors hold ISCB?
As of Q1 2025, 81 institutional investors report holding ISCB (iShares Morningstar Small-Cap ETF) in their 13F filings.
Which hedge fund owns the most ISCB?
The largest institutional holder of ISCB is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $739.8M in shares.
Are institutions buying or selling ISCB?
This quarter, 14 institutions opened new positions in ISCB and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.