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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

62 hedge funds and large institutions have $89.6M invested in iShares Morningstar Small-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
–
Holders Change %
0%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
18
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$9.87M
2
AG
2
Advisor Group
Arizona
$2.71M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.6M
4
UBS Group
4
UBS Group
Switzerland
$2.91M
5
Wells Fargo
5
Wells Fargo
California
$7.51M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
Jane Street
2
Jane Street
New York
$913K
3
LPL Financial
3
LPL Financial
California
$3.98M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
CWM
5
Connecticut Wealth Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
1
Searcy Financial Services
Kansas
$13.1M +$12.8K +396 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$11.8M +$411K +12,678 +4%
Allianz Asset Management
3
Allianz Asset Management
Germany
$9.87M +$3.65M +112,650 +59%
Wells Fargo
4
Wells Fargo
California
$7.51M +$1.08M +33,186 +17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.6M +$1.67M +51,624 +43%
MTC
6
Matrix Trust Company
Colorado
$4.78M -$23.6K -726 -0.5%
LPL Financial
7
LPL Financial
California
$3.98M -$670K -20,640 -14%
Goldman Sachs
8
Goldman Sachs
New York
$3.91M -$5.06K -156 -0.1%
UBS Group
9
UBS Group
Switzerland
$2.91M +$1.5M +46,272 +107%
AG
10
Advisor Group
Arizona
$2.71M +$2.43M +74,832 +877%
Ameriprise
11
Ameriprise
Minnesota
$2.64M +$384K +12,072 +17%
AAS
12
Avantax Advisory Services
Texas
$2.36M +$285K +8,778 +14%
Bank of America
13
Bank of America
North Carolina
$2.35M +$153K +4,704 +7%
LFAS
14
Level Four Advisory Services
Texas
$1.97M -$52.6K -1,620 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.27M +$37.6K +1,158 +3%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.22M – – –
CMP
17
Courage Miller Partners
Virginia
$1.14M -$51K -1,572 -4%
Jane Street
18
Jane Street
New York
$913K -$755K -23,268 -45%
TC
19
TAP Consulting
Missouri
$913K +$913K +28,152 New
MAS
20
Madden Advisory Services
Florida
$874K – – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$687K +$360K +11,094 +110%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$664K -$34.1K -1,050 -5%
CPSAC
23
Chas P. Smith & Associates (CPS)
Florida
$640K -$43.8K -1,350 -6%
F
24
F3Logic
Minnesota
$525K +$390 +12 +0.1%
MML Investors Services
25
MML Investors Services
Massachusetts
$444K -$135K -4,164 -23%
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