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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

116 hedge funds and large institutions have $192M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+10
Holders Change %
+9.43%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
29
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Armbruster Capital Management
New York
$2.02M
2
AAS
Avantax Advisory Services
Texas
$16.3M
3
Morgan Stanley
Morgan Stanley
New York
$13.3M
4
MPW
Monterey Private Wealth
California
$1.02M
5
SFS
Sowell Financial Services
Arkansas
$2.35M

Top Sellers

1
LPL Financial
LPL Financial
California
$17.8M
2
Wells Fargo
Wells Fargo
California
$18.2M
3
PAG
Private Advisor Group
New Jersey
$551K
4
GRP
Global Retirement Partners
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$800K
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
26
Crescent Grove Advisors
Illinois
$1.35M – – –
IF
27
Integrity Financial
Wyoming
$1.29M +$1.29M +26,024 New
CAC
28
Certified Advisory Corp
Florida
$1.11M +$328K +6,605 +42%
MPW
29
Monterey Private Wealth
California
$1.02M +$1.02M +20,574 New
CMP
30
Courage Miller Partners
Virginia
$1.01M -$37.2K -749 -4%
AAS
31
Ameritas Advisory Services
Nebraska
$954K +$954K +19,224 New
RA
32
Rodgers & Associates
Pennsylvania
$857K -$1.84K -37 -0.2%
CAG
33
Csenge Advisory Group
Florida
$811K +$140K +2,692 +21%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$800K -$1.88M -37,928 -70%
CPSAC
35
Chas P. Smith & Associates (CPS)
Florida
$729K -$1.74K -35 -0.2%
AWM
36
Aspire Wealth Management
Massachusetts
$692K +$692K +13,949 New
Creative Planning
37
Creative Planning
Kansas
$672K – – –
CAN
38
Cetera Advisor Networks
California
$665K -$513K -10,326 -44%
PWS
39
Private Wealth Strategies
Ohio
$654K +$1.39K +28 +0.2%
BWA
40
Beam Wealth Advisors
Louisiana
$627K +$36.3K +731 +6%
WWM
41
Windsor Wealth Management
Indiana
$599K – – –
BO
42
BRR OpCo
Ohio
$591K – – –
AWA
43
Arkadios Wealth Advisors
Georgia
$576K +$1.34K +27 +0.2%
BF
44
BOK Financial
Oklahoma
$567K – – –
AHC
45
Adell Harriman & Carpenter
Texas
$556K -$5.96K -120 -1%
PAG
46
Private Advisor Group
New Jersey
$551K -$2.1M -42,364 -79%
BDF
47
Black Diamond Financial
Maryland
$542K +$542K +10,918 New
RJA
48
Raymond James & Associates
Florida
$529K -$51.7K -1,041 -9%
BCM
49
Brookstone Capital Management
Illinois
$510K +$308K +6,546 +153%
EH
50
Equitable Holdings
New York
$476K -$6K -121 -1%
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