iShares Morningstar Small-Cap ETF (ISCB)

• Market cap: $208M
• 1 day: 1.87%
• 5 days: 4.33%
• 1 month: -6.64%
• 3 months: -14.01%
• 6 months: -9.79%
• Year to date: -10.17%
• 1 year: -0.68%
• 5 years: 59.06%
• 10 years: 46.35%
• Sector: Consumer Discretionary
• Industry: Gambling

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

3% more funds holding

Funds holding: 80 [Q3] → 82 (+2) [Q4]

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0.37% more ownership

Funds ownership: 38.95% [Q3] → 39.31% (+0.37%) [Q4]

0% less capital invested

Capital invested by funds: $90.3M [Q3] → $90M (-$248K) [Q4]