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iShares Morningstar Small-Cap Growth ETF
ISCG

116 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, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,167% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 3

324% more capital invested

Capital invested by funds: $115M → $489M (+$374M)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

151.97% more ownership

Funds ownership: 273.72% → 425.68% (+152%)

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

41% more funds holding

Funds holding: 82 → 116 (+34)

Holders
116
Holders Change
+34
Holders Change %
+41.46%
% of All Funds
2.05%
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
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
AdvisorShares Investments
Maryland
+$61.8M
2
DWA
Dorsey Wright & Associates
California
+$61.8M
3
Morgan Stanley
Morgan Stanley
New York
+$32.5M
4
Wells Fargo
Wells Fargo
California
+$22.5M
5
LPL Financial
LPL Financial
California
+$15.2M

Top Sellers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
-$5.88M
2
Goldman Sachs
Goldman Sachs
New York
-$2.62M
3
VA
Valmark Advisers
Ohio
-$1.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$419K
5
CMP
Courage Miller Partners
Virginia
-$340K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
51
Private Wealth Strategies
Ohio
$662K – – –
RM
52
Resource Management
Louisiana
$622K +$13.6K +300 +3%
NA
53
NewEdge Advisors
Louisiana
$619K +$555K +12,246 New
WWM
54
Windsor Wealth Management
Indiana
$612K – – –
BO
55
BRR OpCo
Ohio
$602K – – –
AHC
56
Adell Harriman & Carpenter
Texas
$572K -$13.6K -300 -3%
KA
57
Kovack Advisors
Florida
$567K +$509K +11,220 New
MIM
58
MTM Investment Management
South Carolina
$546K +$490K +10,800 New
TW
59
Towerpoint Wealth
California
$490K -$2.72K -60 -0.6%
CAN
60
Claraphi Advisory Network
United States
$478K +$6.8K +150 +2%
WWM
61
Western Wealth Management
Colorado
$475K +$16.6K +366 +4%
DC
62
Davenport & Co
Virginia
$470K – – –
EH
63
Equitable Holdings
New York
$452K +$4.35K +96 +1%
CF
64
Centaurus Financial
California
$425K +$380K +8,394 New
MCWS
65
McKinley Carter Wealth Services
West Virginia
$424K +$380K +8,376 New
Northern Trust
66
Northern Trust
Illinois
$410K – – –
ACA
67
Aptus Capital Advisors
Alabama
$405K +$351K +7,752 +2,871%
PFS
68
Prospera Financial Services
Texas
$389K +$304K +6,702 +685%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$368K – – –
SG
70
StoneX Group
New York
$359K -$11.2K -246 -3%
BRWA
71
B. Riley Wealth Advisors
Florida
$341K +$305K +6,726 New
AWA
72
Arkadios Wealth Advisors
Georgia
$332K +$272K +6,000 +1,053%
IA
73
Insight Advisors
Pennsylvania
$318K +$285K +6,288 New
EAM
74
Evanson Asset Management
California
$304K – – –
ASN
75
Advisory Services Network
Georgia
$301K +$270K +5,958 New
1 2
3
4 5

ISCG Hedge Fund Activity: Q4 2020 in Review

116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2020, worth a combined $489M — up 324% from $115M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ISCG positions and 3 closed out — a net gain of 35 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $61.8M. The largest seller was Avantax Advisory Services, cutting an estimated $5.88M.

  • 116 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2020, up from 82 in Q3 2020.
  • Funds reported $489M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2020, up 324% quarter-over-quarter.
  • 38 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2020 and 3 closed out, a net change of +35 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2020 was AdvisorShares Investments, an estimated $61.8M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $5.88M sold.

Based on aggregated 13F filings for Q4 2020.