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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

124 hedge funds and large institutions have $469M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
25
Increased
45
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$17.2M
2
AI
AdvisorShares Investments
Maryland
$77.7M
3
Wells Fargo
Wells Fargo
California
$51.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$19.4M
5
LPL Financial
LPL Financial
California
$31.5M

Top Sellers

1
DWA
Dorsey Wright & Associates
California
$0
2
Baird Financial Group
Baird Financial Group
Wisconsin
$1.35M
3
Citadel Advisors
Citadel Advisors
Florida
$3.79M
4
PAG
Private Advisor Group
New Jersey
$8.01M
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$2.91M – – –
FEM
27
Fulcrum Equity Management
Texas
$2.62M +$2.62M +52,404 New
CFD
28
Creative Financial Designs
Indiana
$2.62M +$2.62M +52,254 New
DADC
29
D.A. Davidson & Co
Montana
$2.47M +$12.6K +252 +0.5%
BCM
30
Brookstone Capital Management
Illinois
$2.07M +$216K +4,308 +12%
TC
31
TAP Consulting
Missouri
$2.04M +$1.2K +24 +0.1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.99M -$341K -6,822 -15%
SLWS
33
Swaine & Leidel Wealth Services
Florida
$1.95M +$1.95M +38,880 New
GRP
34
Global Retirement Partners
California
$1.94M +$18.3K +366 +1%
DC
35
Davenport & Co
Virginia
$1.92M +$1.46M +29,070 +313%
VA
36
Valmark Advisers
Ohio
$1.76M +$1.76M +35,184 New
VC
37
Vicus Capital
Pennsylvania
$1.56M +$1.56M +31,122 New
HI
38
Harbour Investments
Wisconsin
$1.51M +$1.51M +30,162 New
CGA
39
Crescent Grove Advisors
Illinois
$1.37M +$1.37M +27,282 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$1.35M -$10.8M -215,718 -89%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$1.22M – – –
GIA
42
Gladstone Institutional Advisory
Florida
$1.2M +$328K +6,552 +38%
CA
43
Calton & Associates
Florida
$1.19M -$1.15M -22,950 -49%
CMP
44
Courage Miller Partners
Virginia
$1.17M -$30.3K -606 -3%
VFA
45
Voya Financial Advisors
Connecticut
$1.07M +$113K +2,298 +12%
CA
46
Cetera Advisors
Colorado
$1.05M +$1.05M +20,916 New
MIM
47
MTM Investment Management
South Carolina
$930K +$389K +7,770 +72%
BWA
48
Beam Wealth Advisors
Louisiana
$871K +$601 +12 +0.1%
CPSAC
49
Chas P. Smith & Associates (CPS)
Florida
$750K -$4.51K -90 -0.6%
Creative Planning
50
Creative Planning
Kansas
$679K -$100K -1,998 -13%
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