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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

108 hedge funds and large institutions have $212M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
31
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$54M
2
F
F3Logic
Minnesota
$12.4M
3
Morgan Stanley
Morgan Stanley
New York
$12.5M
4
AWM
Avior Wealth Management
Nebraska
$1.59M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4.34M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$215K
2
LPL Financial
LPL Financial
California
$5.94M
3
SWM
Shelton Wealth Management
Texas
$1.74M
4
IF
Integrity Financial
Wyoming
$85.3K
5
TRCT
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
26
Shelton Wealth Management
Texas
$1.74M -$943K -26,162 -35%
AWM
27
Avior Wealth Management
Nebraska
$1.59M +$1.59M +44,071 New
HighTower Advisors
28
HighTower Advisors
Illinois
$1.44M +$1.17M +32,552 +438%
Goldman Sachs
29
Goldman Sachs
New York
$1.28M – – –
IC
30
IEQ Capital
California
$1.16M – – –
GRP
31
Global Retirement Partners
California
$1.13M -$44.2K -1,226 -4%
Mariner
32
Mariner
Kansas
$1.1M +$175K +4,845 +19%
RJA
33
Raymond James & Associates
Florida
$1.04M +$617K +17,116 +146%
VWA
34
Visionary Wealth Advisors
Illinois
$1.01M – – –
VCS
35
Vaughan & Co Securities
New Jersey
$959K +$959K +26,622 New
RA
36
Rodgers & Associates
Pennsylvania
$918K -$48K -1,333 -5%
BCG
37
Breakwater Capital Group
New Jersey
$884K +$884K +24,515 New
IA
38
IFP Advisors
Florida
$846K -$213K -1,148 -20%
AAS
39
Asset Allocation Strategies
Michigan
$823K +$823K +22,844 New
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$734K +$5.12K +142 +0.7%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$701K +$206K +5,701 +41%
CMP
42
Courage Miller Partners
Virginia
$695K -$21.6K -600 -3%
Citadel Advisors
43
Citadel Advisors
Florida
$635K -$745K -20,683 -54%
Stifel Financial
44
Stifel Financial
Missouri
$628K +$160K +4,453 +34%
CAN
45
Cetera Advisor Networks
California
$605K -$1.87K -52 -0.3%
CGA
46
Crescent Grove Advisors
Illinois
$517K -$467K -12,945 -47%
CPSAC
47
Chas P. Smith & Associates (CPS)
Florida
$486K -$29.9K -830 -6%
Creative Planning
48
Creative Planning
Kansas
$486K -$39.9K -1,108 -8%
PWS
49
Private Wealth Strategies
Ohio
$477K +$1.23K +34 +0.3%
WWM
50
Windsor Wealth Management
Indiana
$443K – – –
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