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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

69 hedge funds and large institutions have $92.7M invested in iShares Morningstar Small-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
20
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$3.92M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.49M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$1.06M
4
Bank of America
Bank of America
North Carolina
$3.43M
5
Wells Fargo
Wells Fargo
California
$8.8M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$1.94M
2
Morgan Stanley
Morgan Stanley
New York
$6.49M
3
AG
Advisor Group
Arizona
$160K
4
UBS Group
UBS Group
Switzerland
$2.34M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
51
Laurel Wealth Advisors (North Carolina)
North Carolina
$50K – – –
GWM
52
Geneos Wealth Management
Colorado
$46K – – –
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$40K +$15.2K +432 +61%
SFS
54
Sowell Financial Services
Arkansas
$32K – – –
FHA
55
Flagship Harbor Advisors
Massachusetts
$28K – – –
APA
56
American Portfolios Advisors
New York
$28K – – –
William Blair & Company
57
William Blair & Company
Illinois
$25K -$7.29K -210 -23%
MA
58
MCF Advisors
Kentucky
$23K – – –
AIC
59
Archer Investment Corporation
Indiana
$23K +$23K +648 New
AWA
60
Arkadios Wealth Advisors
Georgia
$21.3K +$21.3K +570 New
GRP
61
Global Retirement Partners
California
$18K – – –
CFGS
62
Concourse Financial Group Securities
Alabama
$12K +$4.36K +120 +57%
RFA
63
Reilly Financial Advisors
California
$11K – – –
PO
64
Private Ocean
California
$11K – – –
AssetMark Inc
65
AssetMark Inc
California
$8K -$3.56K -96 -31%
LWA
66
Lowe Wealth Advisors
Maryland
$7K – – –
NFG
67
Next Financial Group
Texas
$5K – – –
GG
68
Gleason Group
Kentucky
$5K +$5K +132 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– -$687K -21,156 Closed
FAAS
70
First Allied Advisory Services
California
– -$58K -1,800 Closed
UBS AM
71
UBS AM
Illinois
– -$53.7K -1,656 Closed
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