ISCG icon

iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

115 hedge funds and large institutions have $489M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+34
Holders Change %
+41.98%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
34
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWA
1
Dorsey Wright & Associates
California
$68.9M
2
AI
2
AdvisorShares Investments
Maryland
$68.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$47.2M
4
Wells Fargo
4
Wells Fargo
California
$42.3M
5
LPL Financial
5
LPL Financial
California
$25.8M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$8.28M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.68M
3
VA
3
Valmark Advisers
Ohio
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.24M
5
CMP
5
Courage Miller Partners
Virginia
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$2.68M -$2.92M -57,750 -52%
DADC
27
D.A. Davidson & Co
Montana
$2.48M +$2.48M +48,984 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.36M +$897K +17,730 +61%
CA
29
Calton & Associates
Florida
$2.36M +$2.36M +46,608 New
Stifel Financial
30
Stifel Financial
Missouri
$2.2M +$2.2M +43,470 New
NL
31
NWAM LLC
Washington
$2.2M +$2.2M +43,452 New
VWA
32
Visionary Wealth Advisors
Illinois
$2.12M +$2.12M +41,844 New
TC
33
TAP Consulting
Missouri
$2.06M +$178K +3,528 +9%
GRP
34
Global Retirement Partners
California
$1.94M +$41.3K +816 +2%
BCM
35
Brookstone Capital Management
Illinois
$1.87M +$1.87M +36,942 New
AI
36
Atria Investments
North Carolina
$1.81M +$235K +4,638 +15%
FI
37
FormulaFolio Investments
Michigan
$1.67M +$1.67M +32,952 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.24M -$468K -9,240 -27%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$1.22M – – –
CMP
40
Courage Miller Partners
Virginia
$1.21M -$380K -7,512 -24%
VFA
41
Voya Financial Advisors
Connecticut
$991K +$991K +19,428 New
GIA
42
Gladstone Institutional Advisory
Florida
$883K +$883K +17,460 New
BWA
43
Beam Wealth Advisors
Louisiana
$879K -$157K -3,096 -15%
GSC
44
G&S Capital
Colorado
$856K +$856K +16,926 New
KAS
45
Kestra Advisory Services
Texas
$848K +$835K +16,374 +6,347%
Creative Planning
46
Creative Planning
Kansas
$787K +$184K +3,636 +31%
CPSAC
47
Chas P. Smith & Associates (CPS)
Florida
$762K – – –
Citigroup
48
Citigroup
New York
$696K +$385K +7,602 +123%
RA
49
Rodgers & Associates
Pennsylvania
$695K +$695K +13,734 New
MML Investors Services
50
MML Investors Services
Massachusetts
$673K +$98.3K +1,944 +17%
1
2
3 4 5