ISCB

Ishares Morningstar Sm Cap

-$2.4M

Net Activity

Institutions Holding

85

Popularity Rank

#4818

Avg Weight

0.04%

Total Value

$104.7M

Ownership Trend

85 institutions currently hold ISCB, with 42 net buyers and 29 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

29

Net Buying Institutions

42

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$23.0M
CI
Cetera Investment Advisers
$17.6M
LF
LPL Financial LLC
$12.3M
WF
Wells Fargo & Company/mn
$4.7M
BO
Bank Of America CORP /de/
$4.1M

Top 5 by Conviction

RI
Richwood Investment Advisors, LLC
0.46%
BA
Brand Asset Management Group, Inc.
0.36%
JS
Jim Saulnier & Associates, LLC
0.32%
OF
Opulen Financial Group LLC
0.28%
GA
Goldstein Advisors, LLC
0.27%
View all 85 holding institutions

Quarterly Activity

Recent Activity

+$59.9M

Total Buy Value

$51.3M

Total Sell Value

New buy8
Trim23
Add34
Sold out6

42

Net Buyers

29

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES MORNINGSTAR SM CAP (ISCB)?
Major stakeholders currently include Morgan Stanley ($23.0M), Cetera Investment Advisers ($17.6M), LPL Financial LLC ($12.3M). Based on the latest 13F filings, there are a total of 85 tracked investment funds and institutions maintaining positions in ISCB.
What is the overall institutional sentiment toward ISCB recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.4M, driven by 42 managers accumulating shares while 29 reduced their exposure.
Which institutions have been selling or reducing their ISCB positions?
In the latest period, 23 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $51.3M.
Are there any notable investors adding ISCB to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 34 existing holders added to their shares. The total reported buy value for the quarter amounted to $59.9M.

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