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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

105 hedge funds and large institutions have $174M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-11
Holders Change %
-9.48%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
28
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$55.9M
2
F
F3Logic
Minnesota
$10.3M
3
Citadel Advisors
Citadel Advisors
Florida
$2.93M
4
Wells Fargo
Wells Fargo
California
$13.3M
5
Goldman Sachs
Goldman Sachs
New York
$1.25M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.12M
2
LPL Financial
LPL Financial
California
$7.54M
3
AAS
Avantax Advisory Services
Texas
$8.15M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$325K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$924K
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
26
IEQ Capital
California
$1.13M – – –
BDF
27
Black Diamond Financial
Maryland
$1.08M +$382K +10,658 +55%
IA
28
IFP Advisors
Florida
$1.06M – – –
IF
29
Integrity Financial
Wyoming
$1.02M +$70.7K +2,001 +7%
OMC
30
Old Mission Capital
Illinois
$987K -$910K -25,768 -48%
CGA
31
Crescent Grove Advisors
Illinois
$964K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$924K -$1.07M -30,304 -54%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$819K +$625K +17,698 +322%
RA
34
Rodgers & Associates
Pennsylvania
$783K +$264K +7,473 +51%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$751K -$225K -6,364 -23%
CMP
36
Courage Miller Partners
Virginia
$718K – – –
OAM
37
Oak Asset Management
California
$718K +$718K +20,325 New
FTUS
38
Flow Traders U.S.
New York
$671K +$451K +12,753 +204%
CAN
39
Cetera Advisor Networks
California
$635K +$126K +3,581 +25%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$588K -$252K -7,141 -30%
BO
41
BRR OpCo
Ohio
$558K +$137K +3,887 +33%
APA
42
American Portfolios Advisors
New York
$546K +$4.34K +123 +0.8%
Creative Planning
43
Creative Planning
Kansas
$519K +$21.2K +600 +4%
CPSAC
44
Chas P. Smith & Associates (CPS)
Florida
$513K – – –
AWM
45
Aspire Wealth Management
Massachusetts
$505K +$12.1K +342 +2%
PWS
46
Private Wealth Strategies
Ohio
$465K +$600 +17 +0.1%
AAS
47
Ameritas Advisory Services
Nebraska
$444K -$354K -10,034 -44%
Stifel Financial
48
Stifel Financial
Missouri
$444K -$199K -5,636 -31%
WWM
49
Windsor Wealth Management
Indiana
$437K – – –
RJA
50
Raymond James & Associates
Florida
$407K +$101K +2,855 +33%
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