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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

116 hedge funds and large institutions have $160M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
32
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$18M
2
OWM
Opes Wealth Management
California
$2.88M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$7.24M
4
OMC
Old Mission Capital
Illinois
$2.37M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.94M

Top Sellers

1
SFS
Searcy Financial Services
Kansas
$0
2
KAS
Kestra Advisory Services
Texas
$276K
3
LPL Financial
LPL Financial
California
$13.2M
4
SFS
Sowell Financial Services
Arkansas
$0
5
Wells Fargo
Wells Fargo
California
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
101
McClarren Financial Advisors
Pennsylvania
$20K – – –
CWP
102
Concord Wealth Partners
Virginia
$17K -$21K -476 -55%
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$15.2K -$16.4K -372 -52%
LF
104
Lee Financial
Texas
$15K – – –
MA
105
MCF Advisors
Kentucky
$15K +$15K +343 New
BFEC
106
Benjamin F. Edwards & Company
Missouri
$13K – – –
LWA
107
Lowe Wealth Advisors
Maryland
$9K – – –
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$6K – – –
GWM
109
Geneos Wealth Management
Colorado
$6K – – –
TFGT
110
TS Financial Group (TSFG)
Illinois
$6K – – –
GG
111
Gleason Group
Kentucky
$6K – – –
SWM
112
Spire Wealth Management
Virginia
$4K – – –
IRC
113
Investors Research Corp
Georgia
$3K – – –
HNWAG
114
High Net Worth Advisory Group
Florida
$2K – – –
SLWS
115
Swaine & Leidel Wealth Services
Florida
$1.95K +$1.95K +1,947 New
SFS
116
Searcy Financial Services
Kansas
– -$18.7M -376,086 Closed
SFS
117
Sowell Financial Services
Arkansas
– -$2.35M -47,407 Closed
MPW
118
Monterey Private Wealth
California
– -$1.02M -20,574 Closed
CAG
119
Csenge Advisory Group
Florida
– -$811K -15,573 Closed
BCM
120
Brookstone Capital Management
Illinois
– -$510K -10,836 Closed
OIA
121
Optimum Investment Advisors
Illinois
– -$60K -1,200 Closed
RIA
122
Richwood Investment Advisors
Ohio
– -$48K -960 Closed
AWM
123
Avior Wealth Management
Nebraska
– -$19K -402 Closed
MFT
124
Moisand Fitzgerald Tamayo
Florida
– -$15K -300 Closed
SCA
125
Snowden Capital Advisors
New York
– -$6K -130 Closed
2 3 4
5
6