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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

105 hedge funds and large institutions have $174M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-11
Holders Change %
-9.48%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
28
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$55.9M
2
F
F3Logic
Minnesota
$10.3M
3
Citadel Advisors
Citadel Advisors
Florida
$2.93M
4
Wells Fargo
Wells Fargo
California
$13.3M
5
Goldman Sachs
Goldman Sachs
New York
$1.25M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.12M
2
LPL Financial
LPL Financial
California
$7.54M
3
AAS
Avantax Advisory Services
Texas
$8.15M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$325K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$924K
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
51
BOK Financial
Oklahoma
$403K – – –
AWA
52
Arkadios Wealth Advisors
Georgia
$400K -$5.82K -165 -1%
Mariner
53
Mariner
Kansas
$382K +$382K +10,817 New
WWM
54
Western Wealth Management
Colorado
$336K -$222K -6,301 -40%
TRCT
55
Tower Research Capital (TRC)
New York
$334K -$374K -10,591 -53%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$325K -$1.22M -34,599 -79%
MCWS
57
McKinley Carter Wealth Services
West Virginia
$319K -$4.35K -123 -1%
EH
58
Equitable Holdings
New York
$303K -$9.25K -262 -3%
Northern Trust
59
Northern Trust
Illinois
$286K – – –
CIBC World Market
60
CIBC World Market
Ontario, Canada
$283K – – –
Citigroup
61
Citigroup
New York
$272K -$7.3K -207 -3%
HighTower Advisors
62
HighTower Advisors
Illinois
$263K – – –
LA
63
LexAurum Advisors
Kansas
$256K +$88.9K +2,522 +53%
S
64
Surevest
California
$242K +$16.7K +472 +7%
TW
65
Towerpoint Wealth
California
$227K – – –
TPCW
66
TD Private Client Wealth
New York
$221K -$226K -6,391 -50%
TC
67
TAP Consulting
Missouri
$211K -$348K -9,859 -62%
FA
68
Flagstar Advisors
New York
$206K -$18.3K -519 -8%
BWA
69
Beam Wealth Advisors
Louisiana
$200K -$272K -7,722 -58%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$159K – – –
EIP
71
Ellis Investment Partners
Pennsylvania
$154K +$211 +6 +0.1%
WOC
72
West Oak Capital
California
$115K – – –
AF
73
Advisornet Financial
Minnesota
$114K +$106 +3 +0.1%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$101K -$7.06K -199 -7%
HI
75
Harbour Investments
Wisconsin
$92K +$92K +2,600 New
1 2
3
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