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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

106 hedge funds and large institutions have $193M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-9
Holders Change %
-7.83%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
31
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$21.5M
2
MTC
Matrix Trust Company
Colorado
$7.41M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.91M
4
SFS
Sowell Financial Services
Arkansas
$1.7M
5
AAS
Avantax Advisory Services
Texas
$14.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$6.19M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.09M
3
RJA
Raymond James & Associates
Florida
$576K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.05M
5
TPCW
TD Private Client Wealth
New York
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$1.62M +$106K +2,153 +7%
IC
27
IEQ Capital
California
$1.58M – – –
FHA
28
Flagship Harbor Advisors
Massachusetts
$1.36M – – –
CGA
29
Crescent Grove Advisors
Illinois
$1.34M – – –
CAN
30
Cetera Advisor Networks
California
$1.17M +$385K +7,823 +49%
TRCT
31
Tower Research Capital (TRC)
New York
$1.08M +$339K +6,889 +46%
CMP
32
Courage Miller Partners
Virginia
$1.04M -$88.2K -1,791 -8%
RA
33
Rodgers & Associates
Pennsylvania
$852K +$47K +954 +6%
CAC
34
Certified Advisory Corp
Florida
$779K +$342K +6,941 +78%
CPSAC
35
Chas P. Smith & Associates (CPS)
Florida
$725K -$8.37K -170 -1%
Creative Planning
36
Creative Planning
Kansas
$667K – – –
AIC
37
Ameritas Investment Company
Nebraska
$651K +$439K +8,914 +207%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$650K +$293K +5,945 +82%
PWS
39
Private Wealth Strategies
Ohio
$647K +$1.13K +23 +0.2%
CAG
40
Csenge Advisory Group
Florida
$643K -$134K -2,692 -17%
WWM
41
Windsor Wealth Management
Indiana
$604K – – –
BWA
42
Beam Wealth Advisors
Louisiana
$586K -$8.72K -177 -1%
BO
43
BRR OpCo
Ohio
$586K – – –
RJA
44
Raymond James & Associates
Florida
$576K -$2.83M -57,456 -83%
AWA
45
Arkadios Wealth Advisors
Georgia
$570K -$92.9K -1,889 -14%
BF
46
BOK Financial
Oklahoma
$562K +$562K +11,418 New
AHC
47
Adell Harriman & Carpenter
Texas
$557K -$44.3K -900 -7%
Citigroup
48
Citigroup
New York
$553K -$133K -2,709 -19%
HI
49
Harbour Investments
Wisconsin
$510K -$120K -2,429 -19%
EH
50
Equitable Holdings
New York
$478K +$2.51K +51 +0.5%
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