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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

115 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, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+34
Holders Change %
+41.98%
% of All Funds
2.04%
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
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWA
1
Dorsey Wright & Associates
California
$68.9M
2
AI
2
AdvisorShares Investments
Maryland
$68.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$47.2M
4
Wells Fargo
4
Wells Fargo
California
$42.3M
5
LPL Financial
5
LPL Financial
California
$25.8M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$8.28M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.68M
3
VA
3
Valmark Advisers
Ohio
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.24M
5
CMP
5
Courage Miller Partners
Virginia
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$279K +$10.6K +210 +4%
NEPWA
77
New England Private Wealth Advisors
Massachusetts
$258K +$258K +5,100 New
WIA
78
World Investment Advisors
California
$245K +$245K +4,224 New
MCM
79
MAI Capital Management
Ohio
$243K +$243K +4,800 New
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$228K -$190K -3,750 -45%
EIP
81
Ellis Investment Partners
Pennsylvania
$220K -$2.73K -54 -1%
CW
82
CreativeOne Wealth
Kansas
$203K +$203K +4,020 New
IA
83
IFP Advisors
Florida
$168K – – –
WOC
84
West Oak Capital
California
$165K +$165K +3,270 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$164K -$5.47K -108 -3%
APA
86
American Portfolios Advisors
New York
$141K +$91.1K +1,800 +182%
LS
87
Leelyn Smith
Illinois
$133K +$9.39K +186 +8%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$106K – – –
OIA
89
Optimum Investment Advisors
Illinois
$93K +$93K +1,830 New
PA
90
Parallel Advisors
California
$86K – – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$85K +$24.1K +474 +40%
TAIM
92
TD Ameritrade Investment Management
Nebraska
$80K -$49.9K -996 -38%
DWMG
93
DB Wealth Management Group
California
$80K +$80K +1,584 New
LWANC
94
Laurel Wealth Advisors (North Carolina)
North Carolina
$71K – – –
US Bancorp
95
US Bancorp
Minnesota
$65K – – –
ADL
96
Asset Dedication LLC
California
$42K – – –
SPIA
97
Steward Partners Investment Advisory
New York
$39K +$39K +768 New
William Blair & Company
98
William Blair & Company
Illinois
$36K – – –
MA
99
MCF Advisors
Kentucky
$33K – – –
AIC
100
Archer Investment Corporation
Indiana
$25.8K -$1.21K -24 -4%
1 2 3
4
5