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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

111 hedge funds and large institutions have $168M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
40
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$15.7M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.83M
3
BWA
Beam Wealth Advisors
Louisiana
$948K
4
AAS
Avantax Advisory Services
Texas
$11.8M
5
FTUS
Flow Traders U.S.
New York
$550K

Top Sellers

1
RWA
Rooted Wealth Advisors
Illinois
$0
2
Wells Fargo
Wells Fargo
California
$7.2M
3
TWP
Tempus Wealth Planning
California
$0
4
GFA
Gallagher Fiduciary Advisors
Illinois
$12.1M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.56M -$27.8K -717 -2%
Mariner
27
Mariner
Kansas
$1.54M +$215K +5,552 +16%
Goldman Sachs
28
Goldman Sachs
New York
$1.37M – – –
RA
29
Rodgers & Associates
Pennsylvania
$1.25M +$57.4K +1,480 +5%
IC
30
IEQ Capital
California
$1.24M – – –
AAS
31
Asset Allocation Strategies
Michigan
$1.24M +$93K +2,399 +8%
GRP
32
Global Retirement Partners
California
$1.12M +$113 +3 +0%
Stifel Financial
33
Stifel Financial
Missouri
$1.02M +$378K +9,760 +59%
VWA
34
Visionary Wealth Advisors
Illinois
$1M -$17.6K -453 -2%
VCS
35
Vaughan & Co Securities
New Jersey
$980K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$976K -$166K -4,279 -15%
BWA
37
Beam Wealth Advisors
Louisiana
$948K +$948K +24,457 New
AWM
38
Avior Wealth Management
Nebraska
$945K -$344K -8,883 -27%
CMP
39
Courage Miller Partners
Virginia
$702K -$15.9K -410 -2%
CAN
40
Cetera Advisor Networks
California
$667K +$37.8K +976 +6%
Corient Private Wealth
41
Corient Private Wealth
Florida
$647K -$10.5K -270 -2%
PFS
42
Prospera Financial Services
Texas
$642K +$408K +10,529 +175%
PAG
43
Private Advisor Group
New Jersey
$634K -$543 -14 -0.1%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$603K +$229K +5,918 +61%
CGA
45
Crescent Grove Advisors
Illinois
$557K – – –
FTUS
46
Flow Traders U.S.
New York
$550K +$550K +14,187 New
Creative Planning
47
Creative Planning
Kansas
$522K – – –
PWS
48
Private Wealth Strategies
Ohio
$515K – – –
LA
49
LexAurum Advisors
Kansas
$502K +$18.8K +485 +4%
WWM
50
Windsor Wealth Management
Indiana
$469K – – –
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