ISCG icon

iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

104 hedge funds and large institutions have $170M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$12.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.07M
3
Jane Street
Jane Street
New York
$777K
4
BDF
Black Diamond Financial
Maryland
$1.82M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.81M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$46.2M
2
SHFP
Second Half Financial Partners
Florida
$0
3
Citadel Advisors
Citadel Advisors
Florida
$1.33M
4
F
F3Logic
Minnesota
$8.7M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
26
Global Retirement Partners
California
$1.22M -$104K -2,768 -8%
IC
27
IEQ Capital
California
$1.11M – – –
IA
28
IFP Advisors
Florida
$1.06M – – –
IF
29
Integrity Financial
Wyoming
$986K -$14.3K -412 -1%
VWA
30
Visionary Wealth Advisors
Illinois
$971K -$197K -5,693 -17%
CGA
31
Crescent Grove Advisors
Illinois
$946K – – –
RA
32
Rodgers & Associates
Pennsylvania
$929K +$161K +4,652 +21%
Mariner
33
Mariner
Kansas
$888K +$513K +14,795 +137%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$874K -$33K -952 -4%
TRCT
35
Tower Research Capital (TRC)
New York
$862K +$534K +15,409 +163%
Jane Street
36
Jane Street
New York
$777K +$777K +22,408 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$701K -$35.8K -1,033 -5%
CMP
38
Courage Miller Partners
Virginia
$690K -$14.9K -431 -2%
CAN
39
Cetera Advisor Networks
California
$584K -$39.7K -1,146 -6%
APA
40
American Portfolios Advisors
New York
$524K -$12.6K -363 -2%
AWM
41
Aspire Wealth Management
Massachusetts
$507K +$11.7K +338 +2%
Creative Planning
42
Creative Planning
Kansas
$505K -$3.78K -109 -0.7%
CPSAC
43
Chas P. Smith & Associates (CPS)
Florida
$496K -$7.97K -230 -2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$476K -$101K -2,915 -18%
SOS
45
Silver Oak Securities
Tennessee
$465K +$465K +12,000 New
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$460K +$460K +13,259 New
PWS
47
Private Wealth Strategies
Ohio
$458K +$1.21K +35 +0.3%
Stifel Financial
48
Stifel Financial
Missouri
$450K +$13.7K +395 +3%
WWM
49
Windsor Wealth Management
Indiana
$427K – – –
BO
50
BRR OpCo
Ohio
$413K -$135K -3,887 -25%
1
2
3 4 5