iShares Morningstar Small-Cap
ISCB • ARCA
iShares Morningstar Small-Cap is an exchange-traded fund focused on the services-racing, including track operation sector on ARCA. As of Q3 2025, 81 institutional investors hold shares in this ETF, with total holdings valued at $103.7M. MORGAN STANLEY is the largest holder with a position valued at $23.5M.
SERVICES-RACING, INCLUDING TRACK OPERATION
Country
United States of America
Overview
Overview of institutional ownership in ISCB as of Q3 2025
All Institutions
- Institutions
- 81
- Value Held
- $103.7M
- Shares Held
- 1.6M
- Avg Position
- $1.3M
- Median Position
- $365.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $2.0M
- Shares Held
- 31.5K
- Avg Position
- $2.0M
- Median Position
- $2.0M
Biggest Investors
Institutions with the largest positions in ISCB as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $23.5M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $16.8M 0.02% of portfolio |
L LPL Financial LLC Institution | $10.8M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $4.5M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $4.3M 0.00% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $2.8M 0.00% of portfolio |
G Goldstein Advisors, LLC RIA/Wealth | $2.5M 0.30% of portfolio |
 Gladstone Institutional Advisory LLC RIA/Wealth | $2.4M 0.09% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $2.3M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.1M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ISCB in Q3 2025
- Traded
- +$3.6M
- Buyers
- 34
- Sellers
- 25
- Total Bought
- +$8.9M
- Total Sold
- −$5.3M
- Avg Position
- $1.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Cetera Investment Advisers RIA/Wealth | +$4.3M +68.4K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$1.3M +20.7K shares |
L LPL Financial LLC Institution | +$984.2K +15.5K shares |
MORGAN STANLEY RIA/Wealth | +$482.7K +7.6K shares |
R ROYAL BANK OF CANADA Institution | +$452.3K +7.1K shares |
 Lido Advisors, LLC RIA/Wealth | +$373.8K +5.9K shares |
 Janney Montgomery Scott LLC RIA/Wealth | +$217.4K +3.4K shares |
+$204.9K +3.2K shares | |
BANK OF AMERICA CORP /DE/ Institution | +$95.1K +1.5K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$79.4K +1.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.9M −29.4K shares |
C CacheTech Inc. Hedge Fund•Multi-Strategy | −$993.6K −17.1K shares |
A Adams Wealth Management Institution | −$993.6K −17.1K shares |
 UBS Group AG Institution | −$426.1K −6.7K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | −$224.9K −3.9K shares |
G Goldstein Advisors, LLC RIA/Wealth | −$154.6K −2.4K shares |
 FRANKLIN RESOURCES INC Institution | −$145.7K −2.5K shares |
 Trifecta Capital Advisors, LLC RIA/Wealth | −$74.4K −1.3K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$60.1K −947.0 shares |
 Opulen Financial Group LLC RIA/Wealth | −$50.6K −798.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ISCB in Q3 2025
- New Positions
- 3
- New Value
- $462.7K
- Exited Positions
- 8
- Exited Value
- $2.5M
New Positions
| Institution | Position Value |
|---|---|
Lido Advisors, LLC RIA/Wealth | $373.8K 5.9K shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $77.0K 1.2K shares |
 Wealth Watch Advisors, INC RIA/Wealth | $11.9K 188.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
C CacheTech Inc. Hedge Fund•Multi-Strategy | $993.6K 17.1K shares |
A Adams Wealth Management Institution | $993.6K 17.1K shares |
Beacon Pointe Advisors, LLC RIA/Wealth | $224.9K 3.9K shares |
FRANKLIN RESOURCES INC Institution | $145.7K 2.5K shares |
Trifecta Capital Advisors, LLC RIA/Wealth | $74.4K 1.3K shares |
 NorthRock Partners, LLC RIA/Wealth | $44.8K 768.0 shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | $13.1K 224.0 shares |
 Sunbelt Securities, Inc. RIA/Wealth | $4.7K 80.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in ISCB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with ISCB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
R Richwood Investment Advisors, LLC RIA/Wealth | 0.50% $635.5K |
 Brand Asset Management Group, Inc. RIA/Wealth | 0.43% $1.5M |
 JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | 0.42% $639.7K |
Opulen Financial Group LLC RIA/Wealth | 0.32% $426.2K |
G Goldstein Advisors, LLC RIA/Wealth | 0.30% $2.5M |
P PPS&V ASSET MANAGEMENT CONSULTANTS, INC. RIA/Wealth | 0.21% $365.1K |
K KFA Private Wealth Group, LLC RIA/Wealth | 0.19% $677.3K |
 New Insight Wealth Advisors RIA/Wealth | 0.16% $419.2K |
0.16% $361.2K | |
 Strategic Financial Planning, Inc. RIA/Wealth | 0.13% $227.1K |
Hedge Fund Spotlight
Discover hedge funds investing in ISCB
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Morningstar Small-Cap
- Market Value
- $2.0M
- Shares Held
- 31.5K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
