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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

112 hedge funds and large institutions have $206M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
35
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GFA
1
Gallagher Fiduciary Advisors
Illinois
$13M
2
Jane Street
2
Jane Street
New York
$1.23M
3
Ameriprise
3
Ameriprise
Minnesota
$4.28M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.6M
5
AAS
5
Avantax Advisory Services
Texas
$10.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$11.8M
2
Bank of America
2
Bank of America
North Carolina
$57M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.18M
4
AAS
4
Asset Allocation Strategies
Michigan
$303K
5
Morgan Stanley
5
Morgan Stanley
New York
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$391K +$33.3K +855 +9%
AHC
52
Adell Harriman & Carpenter
Texas
$343K – – –
EH
53
Equitable Holdings
New York
$339K +$156 +4 +0%
Northern Trust
54
Northern Trust
Illinois
$316K – – –
CIBC World Market
55
CIBC World Market
Ontario, Canada
$310K – – –
AAS
56
Asset Allocation Strategies
Michigan
$303K -$588K -15,071 -66%
AT
57
American Trust
Kentucky
$283K +$26.2K +683 +10%
TPCW
58
TD Private Client Wealth
New York
$270K -$2.11K -54 -0.8%
MWP
59
Madison Wealth Partners
Wisconsin
$263K +$263K +6,755 New
PWA
60
Phoenix Wealth Advisors
North Carolina
$249K -$144K -3,691 -37%
AWM
61
Aspire Wealth Management
Massachusetts
$248K -$118K -3,037 -32%
DC
62
Davenport & Co
Virginia
$242K – – –
Citigroup
63
Citigroup
New York
$240K -$39.8K -1,020 -14%
PFS
64
Prospera Financial Services
Texas
$234K +$897 +23 +0.4%
AWA
65
Arkadios Wealth Advisors
Georgia
$219K -$19.3K -496 -8%
JPMPWA
66
J.P. Morgan Private Wealth Advisors
California
$219K -$145K -3,730 -40%
FA
67
Flagstar Advisors
New York
$212K +$212K +5,432 New
MCWS
68
McKinley Carter Wealth Services
West Virginia
$207K +$207K +5,318 New
KFI
69
Key Financial Inc
Pennsylvania
$203K +$203K +5,200 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$175K – – –
AF
71
Advisornet Financial
Minnesota
$173K +$195 +5 +0.1%
PTC
72
Private Trust Company
Ohio
$145K +$44.1K +1,130 +43%
CIA
73
Cape Investment Advisory
Georgia
$133K +$133K +3,415 New
NIC
74
Northwest Investment Counselors
Oregon
$131K +$131K +3,369 New
WOC
75
West Oak Capital
California
$127K +$26.9K +690 +27%
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