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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

69 hedge funds and large institutions have $92.7M invested in iShares Morningstar Small-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
20
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.92M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.49M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.06M
4
Bank of America
4
Bank of America
North Carolina
$3.43M
5
Wells Fargo
5
Wells Fargo
California
$8.8M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$1.94M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.49M
3
AG
3
Advisor Group
Arizona
$160K
4
UBS Group
4
UBS Group
Switzerland
$2.34M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
1
Searcy Financial Services
Kansas
$14.2M 401,478 -2,346 -0.6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.49M 268,746 +96,078 +56%
Wells Fargo
3
Wells Fargo
California
$8.8M 249,234 +17,652 +8%
Morgan Stanley
4
Morgan Stanley
New York
$6.49M 183,822 -179,826 -49%
MTC
5
Matrix Trust Company
Colorado
$5.23M 148,056 +816 +0.6%
LPL Financial
6
LPL Financial
California
$4.74M 134,040 +11,232 +9%
Goldman Sachs
7
Goldman Sachs
New York
$4.26M 120,528 – –
PWM
8
Provident Wealth Management
Tennessee
$4.01M 113,622 +113,622 New
Citadel Advisors
9
Citadel Advisors
Florida
$3.92M 110,910 +110,910 New
Bank of America
10
Bank of America
North Carolina
$3.43M 97,182 +24,690 +34%
AAS
11
Avantax Advisory Services
Texas
$2.87M 81,312 +8,604 +12%
Ameriprise
12
Ameriprise
Minnesota
$2.61M 73,752 -9,048 -11%
UBS Group
13
UBS Group
Switzerland
$2.34M 66,336 -23,370 -26%
LFAS
14
Level Four Advisory Services
Texas
$2.07M 58,470 -2,160 -4%
Allianz Asset Management
15
Allianz Asset Management
Germany
$1.94M 54,954 -249,246 -82%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.41M 39,960 +750 +2%
CMP
17
Courage Miller Partners
Virginia
$1.23M 34,926 -210 -0.6%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$1.22M 141,330 – –
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.06M 30,108 +30,108 New
TC
20
TAP Consulting
Missouri
$996K 28,200 +48 +0.2%
MAS
21
Madden Advisory Services
Florida
$951K 26,940 – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$624K 17,652 -2,796 -14%
CPSAC
23
Chas P. Smith & Associates (CPS)
Florida
$600K 16,992 -2,730 -14%
PWS
24
Private Wealth Strategies
Ohio
$581K 16,446 +16,446 New
Jane Street
25
Jane Street
New York
$525K 14,868 -13,272 -47%
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