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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

105 hedge funds and large institutions have $174M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-11
Holders Change %
-9.48%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
28
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$55.9M
2
F
F3Logic
Minnesota
$10.3M
3
Citadel Advisors
Citadel Advisors
Florida
$2.93M
4
Wells Fargo
Wells Fargo
California
$13.3M
5
Goldman Sachs
Goldman Sachs
New York
$1.25M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.12M
2
LPL Financial
LPL Financial
California
$7.54M
3
AAS
Avantax Advisory Services
Texas
$8.15M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$325K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$924K
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
101
Gleason Group
Kentucky
$4K -$290 -9 -7%
TFGT
102
TS Financial Group (TSFG)
Illinois
$4K – – –
IRC
103
Investors Research Corp
Georgia
$3K – – –
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$420 -$1 -17 -0.2%
ACM
105
Armbruster Capital Management
New York
– -$885K -20,029 Closed
AHC
106
Adell Harriman & Carpenter
Texas
– -$495K -11,196 Closed
PAG
107
Private Advisor Group
New Jersey
– -$415K -9,396 Closed
PFS
108
Prospera Financial Services
Texas
– -$307K -6,946 Closed
CA
109
Cetera Advisors
Colorado
– -$306K -6,917 Closed
KAS
110
Kestra Advisory Services
Texas
– -$276K -6,240 Closed
LNC
111
Lincoln National Corp
Pennsylvania
– -$269K -6,078 Closed
EAM
112
Evanson Asset Management
California
– -$265K -6,000 Closed
DC
113
Davenport & Co
Virginia
– -$230K -5,200 Closed
MCM
114
MAI Capital Management
Ohio
– -$212K -4,800 Closed
AWS
115
Atria Wealth Solutions
New York
– -$209K -4,733 Closed
MCC
116
Money Concepts Capital
Florida
– -$143K -3,227 Closed
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
– -$42K -957 Closed
ADL
118
Asset Dedication LLC
California
– -$31K -695 Closed
DWMG
119
DB Wealth Management Group
California
– -$27K -618 Closed
MFA
120
McClarren Financial Advisors
Pennsylvania
– -$20K -467 Closed
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
– -$15.2K -343 Closed
SWM
122
Spire Wealth Management
Virginia
– -$4K -84 Closed
HNWAG
123
High Net Worth Advisory Group
Florida
– -$2K -41 Closed
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