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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

115 hedge funds and large institutions have $226M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-9
Holders Change %
-7.26%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
28
Reduced
46
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
IEQ Capital
California
$1.66M
2
AAS
Avantax Advisory Services
Texas
$14.2M
3
FHA
Flagship Harbor Advisors
Massachusetts
$1.36M
4
FTUS
Flow Traders U.S.
New York
$1.59M
5
BCM
Breiter Capital Management
Florida
$652K

Top Sellers

1
AI
AdvisorShares Investments
Maryland
$0
2
Morgan Stanley
Morgan Stanley
New York
$12.7M
3
Wells Fargo
Wells Fargo
California
$23.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$375K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.78M -$2.15M -41,435 -55%
IC
27
IEQ Capital
California
$1.66M +$1.66M +32,100 New
FTUS
28
Flow Traders U.S.
New York
$1.59M +$1.24M +23,848 +349%
CGA
29
Crescent Grove Advisors
Illinois
$1.41M – – –
FHA
30
Flagship Harbor Advisors
Massachusetts
$1.36M +$1.36M +26,171 New
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.22M -$6.1M -117,775 -83%
CMP
32
Courage Miller Partners
Virginia
$1.19M -$18.7K -361 -2%
SFS
33
Sowell Financial Services
Arkansas
$948K -$2.86M -55,208 -75%
RA
34
Rodgers & Associates
Pennsylvania
$847K +$161K +3,103 +23%
CAN
35
Cetera Advisor Networks
California
$823K +$537K +10,376 +188%
CAG
36
Csenge Advisory Group
Florida
$811K +$210K +4,023 +35%
TRCT
37
Tower Research Capital (TRC)
New York
$779K +$343K +6,621 +79%
CPSAC
38
Chas P. Smith & Associates (CPS)
Florida
$772K -$4.67K -90 -0.6%
Citigroup
39
Citigroup
New York
$723K +$125K +2,410 +21%
Creative Planning
40
Creative Planning
Kansas
$702K -$674 -13 -0.1%
AWA
41
Arkadios Wealth Advisors
Georgia
$698K +$78.2K +1,510 +13%
PWS
42
Private Wealth Strategies
Ohio
$679K +$933 +18 +0.1%
HI
43
Harbour Investments
Wisconsin
$662K -$901K -17,385 -58%
BCM
44
Breiter Capital Management
Florida
$652K +$652K +12,593 New
BCM
45
Brookstone Capital Management
Illinois
$650K -$1.42M -28,324 -69%
AHC
46
Adell Harriman & Carpenter
Texas
$633K – – –
WWM
47
Windsor Wealth Management
Indiana
$627K -$156 -3 -0%
BWA
48
Beam Wealth Advisors
Louisiana
$625K -$276K -5,332 -31%
BO
49
BRR OpCo
Ohio
$617K – – –
NA
50
NewEdge Advisors
Louisiana
$580K +$6.06K +117 +1%
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