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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

81 hedge funds and large institutions have $115M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
18
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$11.6M
2
SFS
Searcy Financial Services
Kansas
$12.5M
3
MHS
M Holdings Securities
Oregon
$2.43M
4
Osaic Holdings
Osaic Holdings
Arizona
$3.01M
5
VA
Valmark Advisers
Ohio
$1.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$8.56M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$478K
3
Citadel Advisors
Citadel Advisors
Florida
$2.67M
4
Allianz Asset Management
Allianz Asset Management
Germany
$0
5
Goldman Sachs
Goldman Sachs
New York
$4.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
26
Beam Wealth Advisors
Louisiana
$811K -$23.5K -594 -3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$755K +$373K +9,414 +97%
KAS
28
Kestra Advisory Services
Texas
$670K +$670K +258 New
CPSAC
29
Chas P. Smith & Associates (CPS)
Florida
$597K -$26.1K -660 -4%
PWS
30
Private Wealth Strategies
Ohio
$519K – – –
WWM
31
Windsor Wealth Management
Indiana
$510K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$478K -$2.36M -59,622 -83%
RM
33
Resource Management
Louisiana
$475K +$475K +12,000 New
BO
34
BRR OpCo
Ohio
$472K – – –
Creative Planning
35
Creative Planning
Kansas
$472K – – –
AHC
36
Adell Harriman & Carpenter
Texas
$460K – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$450K +$55.6K +1,404 +14%
TW
38
Towerpoint Wealth
California
$386K -$63.3K -1,596 -14%
DC
39
Davenport & Co
Virginia
$368K +$142K +3,600 +63%
CAN
40
Claraphi Advisory Network
United States
$368K +$368K +9,300 New
WWM
41
Western Wealth Management
Colorado
$358K +$118K +2,988 +49%
EH
42
Equitable Holdings
New York
$350K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$327K – – –
Northern Trust
44
Northern Trust
Illinois
$321K – – –
SG
45
StoneX Group
New York
$291K +$37.8K +954 +15%
CIBC World Market
46
CIBC World Market
Ontario, Canada
$288K – – –
RJA
47
Raymond James & Associates
Florida
$252K +$32.1K +810 +15%
Citigroup
48
Citigroup
New York
$244K +$51.8K +1,308 +27%
EAM
49
Evanson Asset Management
California
$238K – – –
CAN
50
Cetera Advisor Networks
California
$210K – – –
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2
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