ISCG icon

iShares Morningstar Small-Cap Growth ETF

104 hedge funds and large institutions have $170M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
30
Reduced
30
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
51
Raymond James & Associates
Florida
$407K +$7.86K +227 +2%
WWM
52
Western Wealth Management
Colorado
$382K +$52K +1,500 +16%
AAS
53
Ameritas Advisory Services
Nebraska
$369K -$66.9K -1,929 -15%
EH
54
Equitable Holdings
New York
$357K +$59.4K +1,715 +20%
CW
55
CreativeOne Wealth
Kansas
$327K +$327K +9,422 New
AHC
56
Adell Harriman & Carpenter
Texas
$305K +$305K +8,796 New
WFM
57
Wolff Financial Management
Michigan
$282K +$282K +8,139 New
Northern Trust
58
Northern Trust
Illinois
$281K
CIBC World Market
59
CIBC World Market
Ontario, Canada
$278K
LA
60
LexAurum Advisors
Kansas
$278K +$26.4K +762 +10%
S
61
Surevest
California
$267K +$29.6K +855 +12%
HighTower Advisors
62
HighTower Advisors
Illinois
$258K
Citigroup
63
Citigroup
New York
$253K -$13.7K -397 -5%
AWA
64
Arkadios Wealth Advisors
Georgia
$240K -$153K -4,410 -39%
TPCW
65
TD Private Client Wealth
New York
$234K +$16.6K +480 +8%
DC
66
Davenport & Co
Virginia
$215K +$215K +6,200 New
PFS
67
Prospera Financial Services
Texas
$214K +$214K +6,184 New
TC
68
TAP Consulting
Missouri
$209K +$2.04K +59 +1%
FA
69
Flagstar Advisors
New York
$178K -$24.7K -712 -12%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$156K
AF
71
Advisornet Financial
Minnesota
$154K +$42K +1,208 +37%
EIP
72
Ellis Investment Partners
Pennsylvania
$152K +$484 +14 +0.3%
WOC
73
West Oak Capital
California
$113K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$98K -$311 -9 -0.3%
HI
75
Harbour Investments
Wisconsin
$92K