ISCG icon

iShares Morningstar Small-Cap Growth ETF

61 hedge funds and large institutions have $71.1M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
13
Reduced
18
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPSAC
26
Chas P. Smith & Associates (CPS)
Florida
$438K -$32.4K -1,170 -7%
BO
27
BRR OpCo
Ohio
$330K
Creative Planning
28
Creative Planning
Kansas
$330K +$49K +1,770 +17%
AHC
29
Adell Harriman & Carpenter
Texas
$322K
TW
30
Towerpoint Wealth
California
$320K -$22.5K -810 -7%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$225K
Northern Trust
32
Northern Trust
Illinois
$224K
Citigroup
33
Citigroup
New York
$212K +$498 +18 +0.2%
EH
34
Equitable Holdings
New York
$212K +$212K +7,644 New
MML Investors Services
35
MML Investors Services
Massachusetts
$200K -$65.6K -2,370 -25%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$187K
EIP
37
Ellis Investment Partners
Pennsylvania
$114K +$8.7K +336 +8%
IA
38
IFP Advisors
Florida
$92K +$92K +3,312 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$90K -$11.5K -414 -11%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$77K +$11.6K +420 +18%
TAIM
41
TD Ameritrade Investment Management
Nebraska
$76K +$6.18K +222 +9%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$58K -$4.64K -168 -7%
PA
43
Parallel Advisors
California
$47K
LWANC
44
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K
GWM
45
Geneos Wealth Management
Colorado
$35K
FHA
46
Flagship Harbor Advisors
Massachusetts
$22K
APA
47
American Portfolios Advisors
New York
$21.9K
William Blair & Company
48
William Blair & Company
Illinois
$20K
MA
49
MCF Advisors
Kentucky
$18K
AWA
50
Arkadios Wealth Advisors
Georgia
$15.8K