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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

62 hedge funds and large institutions have $89.6M invested in iShares Morningstar Small-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
18
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
$9.87M
2
AG
Advisor Group
Arizona
$2.71M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.6M
4
UBS Group
UBS Group
Switzerland
$2.91M
5
Wells Fargo
Wells Fargo
California
$7.51M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$0
2
Jane Street
Jane Street
New York
$913K
3
LPL Financial
LPL Financial
California
$3.98M
4
BRWA
B. Riley Wealth Advisors
Florida
$0
5
CWM
Connecticut Wealth Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
26
Towerpoint Wealth
California
$411K +$11.7K +360 +3%
FSC
27
Full Sail Capital
Oklahoma
$406K – – –
BO
28
BRR OpCo
Ohio
$386K – – –
Creative Planning
29
Creative Planning
Kansas
$329K – – –
CAN
30
Cetera Advisor Networks
California
$320K +$22.1K +678 +7%
AHC
31
Adell Harriman & Carpenter
Texas
$318K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$279K -$9.92K -306 -3%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$264K – – –
Northern Trust
34
Northern Trust
Illinois
$263K – – –
RJA
35
Raymond James & Associates
Florida
$250K -$32.7K -1,008 -12%
Citigroup
36
Citigroup
New York
$242K -$389 -12 -0.2%
CS
37
Comerica Securities
Michigan
$219K +$16.8K +516 +8%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$181K – – –
EIP
39
Ellis Investment Partners
Pennsylvania
$130K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$118K -$3.11K -96 -3%
TAIM
41
TD Ameritrade Investment Management
Nebraska
$77K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$74K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$73K +$20.3K +624 +39%
FAAS
44
First Allied Advisory Services
California
$58K +$58K +1,800 New
PA
45
Parallel Advisors
California
$55K – – –
UBS AM
46
UBS AM
Illinois
$53.7K – – –
LWANC
47
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K – – –
GWM
48
Geneos Wealth Management
Colorado
$42K – – –
William Blair & Company
49
William Blair & Company
Illinois
$30K – – –
SFS
50
Sowell Financial Services
Arkansas
$29K +$29K +900 New
1
2
3