ISCG icon

iShares Morningstar Small-Cap Growth ETF

69 hedge funds and large institutions have $92.7M invested in iShares Morningstar Small-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
20
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$477K +$173K +4,914 +57%
FSC
27
Full Sail Capital
Oklahoma
$445K
TW
28
Towerpoint Wealth
California
$436K -$10.6K -300 -2%
BO
29
BRR OpCo
Ohio
$421K
AHC
30
Adell Harriman & Carpenter
Texas
$410K +$63.6K +1,800 +18%
F
31
F3Logic
Minnesota
$400K -$171K -4,836 -30%
CAN
32
Cetera Advisor Networks
California
$397K +$50.8K +1,440 +15%
Creative Planning
33
Creative Planning
Kansas
$358K
MML Investors Services
34
MML Investors Services
Massachusetts
$339K -$145K -4,098 -30%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$287K -$424 -12 -0.1%
Northern Trust
36
Northern Trust
Illinois
$286K
RJA
37
Raymond James & Associates
Florida
$273K
CS
38
Comerica Securities
Michigan
$272K +$33.9K +960 +14%
Citigroup
39
Citigroup
New York
$270K +$5.94K +168 +2%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$238K +$41.3K +1,170 +21%
SG
41
StoneX Group
New York
$236K +$236K +6,678 New
EAM
42
Evanson Asset Management
California
$212K +$212K +6,000 New
BRWA
43
B. Riley Wealth Advisors
Florida
$207K +$207K +5,856 New
AG
44
Advisor Group
Arizona
$160K -$2.78M -78,828 -95%
EIP
45
Ellis Investment Partners
Pennsylvania
$144K +$212 +6 +0.1%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$129K +$212 +6 +0.2%
TAIM
47
TD Ameritrade Investment Management
Nebraska
$89K +$4.9K +138 +6%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$84K +$4.26K +120 +5%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$80K
PA
50
Parallel Advisors
California
$60K