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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

115 hedge funds and large institutions have $226M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-9
Holders Change %
-7.26%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
28
Reduced
46
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
IEQ Capital
California
$1.66M
2
AAS
Avantax Advisory Services
Texas
$14.2M
3
FHA
Flagship Harbor Advisors
Massachusetts
$1.36M
4
FTUS
Flow Traders U.S.
New York
$1.59M
5
BCM
Breiter Capital Management
Florida
$652K

Top Sellers

1
AI
AdvisorShares Investments
Maryland
$0
2
Morgan Stanley
Morgan Stanley
New York
$12.7M
3
Wells Fargo
Wells Fargo
California
$23.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$375K
5
RJFSA
Raymond James Financial Services Advisors
Florida
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
101
Moisand Fitzgerald Tamayo
Florida
$16K +$16K +300 New
CFGS
102
Concourse Financial Group Securities
Alabama
$11K -$5.03K -96 -31%
LWA
103
Lowe Wealth Advisors
Maryland
$11K – – –
AssetMark Inc
104
AssetMark Inc
California
$10K -$56.7K -1,071 -85%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$9K +$9K +168 New
GWM
106
Geneos Wealth Management
Colorado
$7K -$35K -760 -83%
NFG
107
Next Financial Group
Texas
$7K – – –
TFGT
108
TS Financial Group (TSFG)
Illinois
$7K – – –
GG
109
Gleason Group
Kentucky
$7K +$53 +1 +0.8%
IRC
110
Investors Research Corp
Georgia
$4K – – –
SWM
111
Spire Wealth Management
Virginia
$4K – – –
BFEC
112
Benjamin F. Edwards & Company
Missouri
$2K – – –
GWSG
113
GPS Wealth Strategies Group
Colorado
$1K – – –
AI
114
AdvisorShares Investments
Maryland
– -$77.7M -1,551,576 Closed
SPC
115
Sigma Planning Corp
Michigan
– -$7.9M -157,848 Closed
FAIM
116
Financial Advocates Investment Management
Washington
– -$3.77M -75,324 Closed
RA
117
RiverTree Advisors
Florida
– -$3.48M -69,390 Closed
FEM
118
Fulcrum Equity Management
Texas
– -$2.62M -52,404 Closed
DADC
119
D.A. Davidson & Co
Montana
– -$2.47M -49,236 Closed
VA
120
Valmark Advisers
Ohio
– -$1.76M -35,184 Closed
VC
121
Vicus Capital
Pennsylvania
– -$1.56M -31,122 Closed
Baird Financial Group
122
Baird Financial Group
Wisconsin
– -$1.35M -26,880 Closed
WIA
123
World Investment Advisors
California
– -$202K -25,344 Closed
GIA
124
Gladstone Institutional Advisory
Florida
– -$1.2M -24,012 Closed
CA
125
Calton & Associates
Florida
– -$1.19M -23,658 Closed
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5
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