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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

115 hedge funds and large institutions have $489M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+34
Holders Change %
+41.98%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
34
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWA
Dorsey Wright & Associates
California
$68.9M
2
AI
AdvisorShares Investments
Maryland
$68.9M
3
Morgan Stanley
Morgan Stanley
New York
$47.2M
4
Wells Fargo
Wells Fargo
California
$42.3M
5
LPL Financial
LPL Financial
California
$25.8M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
$8.28M
2
Goldman Sachs
Goldman Sachs
New York
$2.68M
3
VA
Valmark Advisers
Ohio
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.24M
5
CMP
Courage Miller Partners
Virginia
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
51
Private Wealth Strategies
Ohio
$662K – – –
RM
52
Resource Management
Louisiana
$622K +$15.2K +300 +3%
NA
53
NewEdge Advisors
Louisiana
$619K +$619K +12,246 New
WWM
54
Windsor Wealth Management
Indiana
$612K – – –
BO
55
BRR OpCo
Ohio
$602K – – –
AHC
56
Adell Harriman & Carpenter
Texas
$572K -$15.2K -300 -3%
KA
57
Kovack Advisors
Florida
$567K +$567K +11,220 New
MIM
58
MTM Investment Management
South Carolina
$546K +$546K +10,800 New
TW
59
Towerpoint Wealth
California
$490K -$3.04K -60 -0.6%
CAN
60
Claraphi Advisory Network
United States
$478K +$7.59K +150 +2%
WWM
61
Western Wealth Management
Colorado
$475K +$18.5K +366 +4%
DC
62
Davenport & Co
Virginia
$470K – – –
EH
63
Equitable Holdings
New York
$452K +$4.85K +96 +1%
CF
64
Centaurus Financial
California
$425K +$425K +8,394 New
MCWS
65
McKinley Carter Wealth Services
West Virginia
$424K +$424K +8,376 New
Northern Trust
66
Northern Trust
Illinois
$410K – – –
ACA
67
Aptus Capital Advisors
Alabama
$405K +$391K +7,752 +2,871%
PFS
68
Prospera Financial Services
Texas
$389K +$339K +6,702 +685%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$368K – – –
SG
70
StoneX Group
New York
$359K -$12.4K -246 -3%
BRWA
71
B. Riley Wealth Advisors
Florida
$341K +$341K +6,726 New
AWA
72
Arkadios Wealth Advisors
Georgia
$332K +$303K +6,000 +1,053%
IA
73
Insight Advisors
Pennsylvania
$318K +$318K +6,288 New
EAM
74
Evanson Asset Management
California
$304K – – –
ASN
75
Advisory Services Network
Georgia
$301K +$301K +5,958 New
1 2
3
4 5