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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
IFG
76
Independent Financial Group
California
$291K -$45.1K -996 -15%
CAN
77
Cetera Advisor Networks
California
$279K +$9.52K +210 +4%
NEPWA
78
New England Private Wealth Advisors
Massachusetts
$258K +$231K +5,100 New
WIA
79
World Investment Advisors
California
$245K +$191K +4,224 New
MCM
80
MAI Capital Management
Ohio
$243K +$218K +4,800 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$228K -$170K -3,750 -45%
EIP
82
Ellis Investment Partners
Pennsylvania
$220K -$2.45K -54 -1%
CW
83
CreativeOne Wealth
Kansas
$203K +$182K +4,020 New
IA
84
IFP Advisors
Florida
$168K – – –
WOC
85
West Oak Capital
California
$165K +$148K +3,270 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$164K -$4.89K -108 -3%
APA
87
American Portfolios Advisors
New York
$141K +$81.6K +1,800 +182%
LS
88
Leelyn Smith
Illinois
$133K +$8.43K +186 +8%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$106K – – –
OIA
90
Optimum Investment Advisors
Illinois
$93K +$82.9K +1,830 New
PA
91
Parallel Advisors
California
$86K – – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$85K +$21.5K +474 +40%
TAIM
93
TD Ameritrade Investment Management
Nebraska
$80K -$45.1K -996 -38%
DWMG
94
DB Wealth Management Group
California
$80K +$71.8K +1,584 New
LWANC
95
Laurel Wealth Advisors (North Carolina)
North Carolina
$71K – – –
US Bancorp
96
US Bancorp
Minnesota
$65K – – –
ADL
97
Asset Dedication LLC
California
$42K – – –
SPIA
98
Steward Partners Investment Advisory
New York
$39K +$34.8K +768 New
William Blair & Company
99
William Blair & Company
Illinois
$36K – – –
MA
100
MCF Advisors
Kentucky
$33K – – –
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.