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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

111 hedge funds and large institutions have $168M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
40
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$15.7M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.83M
3
BWA
Beam Wealth Advisors
Louisiana
$948K
4
AAS
Avantax Advisory Services
Texas
$11.8M
5
FTUS
Flow Traders U.S.
New York
$550K

Top Sellers

1
RWA
Rooted Wealth Advisors
Illinois
$0
2
Wells Fargo
Wells Fargo
California
$7.2M
3
TWP
Tempus Wealth Planning
California
$0
4
GFA
Gallagher Fiduciary Advisors
Illinois
$12.1M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
101
Aptus Capital Advisors
Alabama
$12.1K – – –
TSWM
102
Tyler-Stone Wealth Management
Ohio
$12K +$12K +300 New
LWA
103
Lowe Wealth Advisors
Maryland
$8.14K – – –
BAAM
104
Baker Avenue Asset Management
California
$7.29K +$7.29K +188 New
GWM
105
Geneos Wealth Management
Colorado
$5.43K -$465 -12 -8%
TFGT
106
TS Financial Group (TSFG)
Illinois
$5K – – –
GG
107
Gleason Group
Kentucky
$4.86K – – –
FIA
108
FNY Investment Advisers
New York
$3K +$3K +100 New
IRC
109
Investors Research Corp
Georgia
$2.79K – – –
MFG
110
Mendota Financial Group
Wisconsin
$427 -$78 -2 -15%
HNB
111
Huntington National Bank
Ohio
$39 – – –
RWA
112
Rooted Wealth Advisors
Illinois
– -$2.35M -57,127 Closed
TWP
113
Tempus Wealth Planning
California
– -$1.27M -30,566 Closed
Jane Street
114
Jane Street
New York
– -$766K -18,508 Closed
TA
115
TFB Advisors
Kansas
– -$325K -7,849 Closed
AT
116
American Trust
Kentucky
– -$306K -7,378 Closed
MCWS
117
McKinley Carter Wealth Services
West Virginia
– -$220K -5,318 Closed
TW
118
Towerpoint Wealth
California
– -$211K -5,098 Closed
RJT
119
Raymond James Trust
Florida
– -$205K -4,940 Closed
LF
120
Lee Financial
Texas
– -$14.4K -347 Closed
TAIM
121
TD Ameritrade Investment Management
Nebraska
– -$12K -296 Closed
CAS
122
Coppell Advisory Solutions
Texas
– -$8.24K -200 Closed
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