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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

116 hedge funds and large institutions have $192M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+10
Holders Change %
+9.43%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
29
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Armbruster Capital Management
New York
$2.02M
2
AAS
2
Avantax Advisory Services
Texas
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.3M
4
MPW
4
Monterey Private Wealth
California
$1.02M
5
SFS
5
Sowell Financial Services
Arkansas
$2.35M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$17.8M
2
Wells Fargo
2
Wells Fargo
California
$18.2M
3
PAG
3
Private Advisor Group
New Jersey
$551K
4
GRP
4
Global Retirement Partners
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$800K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
51
Biltmore Capital Advisors
New Jersey
$460K +$460K +9,271 New
MCWS
52
McKinley Carter Wealth Services
West Virginia
$459K +$61.7K +1,242 +16%
Citadel Advisors
53
Citadel Advisors
Florida
$452K -$1.68M -33,745 -79%
Citigroup
54
Citigroup
New York
$452K -$106K -2,140 -19%
Northern Trust
55
Northern Trust
Illinois
$402K – – –
CIBC World Market
56
CIBC World Market
Ontario, Canada
$398K – – –
WWM
57
Western Wealth Management
Colorado
$388K +$388K +7,793 New
Stifel Financial
58
Stifel Financial
Missouri
$387K -$53.7K -1,082 -12%
TW
59
Towerpoint Wealth
California
$372K – – –
APA
60
American Portfolios Advisors
New York
$357K +$221K +4,459 +163%
FA
61
Flagstar Advisors
New York
$350K -$2.14K -43 -0.6%
PFS
62
Prospera Financial Services
Texas
$341K +$1.09K +22 +0.3%
CA
63
Cetera Advisors
Colorado
$339K -$50.9K -1,026 -13%
DC
64
Davenport & Co
Virginia
$333K -$39.8K -800 -11%
LNC
65
Lincoln National Corp
Pennsylvania
$306K -$5.95K -120 -2%
EAM
66
Evanson Asset Management
California
$298K – – –
MCM
67
MAI Capital Management
Ohio
$238K – – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$223K – – –
LA
69
LexAurum Advisors
Kansas
$222K +$222K +4,478 New
IA
70
IFP Advisors
Florida
$219K +$149 +3 +0.1%
EIP
71
Ellis Investment Partners
Pennsylvania
$217K -$9.42K -190 -4%
WOC
72
West Oak Capital
California
$162K – – –
AF
73
Advisornet Financial
Minnesota
$160K +$33.8K +679 +27%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$138K -$149 -3 -0.1%
AWM
75
Activest Wealth Management
Florida
$111K +$111K +2,244 New
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3
4 5