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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

73 hedge funds and large institutions have $92.5M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+12
Holders Change %
+19.67%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
17
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$12.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$3.26M
3
Morgan Stanley
Morgan Stanley
New York
$10.2M
4
GRP
Global Retirement Partners
California
$1.43M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.64M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$150K
2
Citadel Advisors
Citadel Advisors
Florida
$4.4M
3
PWM
Provident Wealth Management
Tennessee
$5K
4
Jane Street
Jane Street
New York
$359K
5
Allianz Asset Management
Allianz Asset Management
Germany
$666K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Windsor Wealth Management
Indiana
$445K +$445K +12,096 New
BO
27
BRR OpCo
Ohio
$439K – – –
Creative Planning
28
Creative Planning
Kansas
$439K – – –
AHC
29
Adell Harriman & Carpenter
Texas
$428K – – –
TW
30
Towerpoint Wealth
California
$417K -$7.73K -210 -2%
MML Investors Services
31
MML Investors Services
Massachusetts
$367K +$101K +2,736 +38%
Jane Street
32
Jane Street
New York
$359K -$851K -23,094 -70%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$356K +$356K +9,666 New
EH
34
Equitable Holdings
New York
$326K +$44.2K +1,200 +16%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$304K +$55.3K +1,500 +22%
Northern Trust
36
Northern Trust
Illinois
$298K – – –
BRWA
37
B. Riley Wealth Advisors
Florida
$270K +$270K +7,326 New
CIBC World Market
38
CIBC World Market
Ontario, Canada
$268K -$31.6K -858 -11%
SG
39
StoneX Group
New York
$236K +$236K +6,396 New
WWM
40
Western Wealth Management
Colorado
$223K +$223K +6,042 New
EAM
41
Evanson Asset Management
California
$221K +$221K +6,000 New
BAM
42
Belpointe Asset Management
Nevada
$220K +$220K +5,970 New
DC
43
Davenport & Co
Virginia
$210K +$210K +5,700 New
RJA
44
Raymond James & Associates
Florida
$205K +$205K +5,556 New
Stifel Financial
45
Stifel Financial
Missouri
$201K +$201K +5,454 New
CAN
46
Cetera Advisor Networks
California
$195K +$195K +5,304 New
Citigroup
47
Citigroup
New York
$179K -$104K -2,808 -37%
EIP
48
Ellis Investment Partners
Pennsylvania
$163K – – –
CAC
49
Certified Advisory Corp
Florida
$157K +$157K +4,260 New
PAG
50
Private Advisor Group
New Jersey
$152K +$152K +4,134 New
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