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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

61 hedge funds and large institutions have $71.1M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
13
Reduced
18
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.33M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.05M
3
UBS Group
3
UBS Group
Switzerland
$2.74M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.82M
5
AAS
5
Avantax Advisory Services
Texas
$2.85M

Top Sellers

1
SFS
1
Searcy Financial Services
Kansas
$6.66M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.84M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
MAS
4
Madden Advisory Services
Florida
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$921K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$7.33M +$4.26M +153,618 +139%
Wells Fargo
2
Wells Fargo
California
$6.89M -$16.5K -594 -0.2%
SFS
3
Searcy Financial Services
Kansas
$6.66M -$4.46M -161,010 -40%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.84M -$1.6M -57,858 -22%
Morgan Stanley
5
Morgan Stanley
New York
$5.82M +$727K +26,250 +14%
MTC
6
Matrix Trust Company
Colorado
$4.02M -$77.8K -2,808 -2%
LPL Financial
7
LPL Financial
California
$3.74M +$27.1K +978 +0.7%
Goldman Sachs
8
Goldman Sachs
New York
$3.34M – – –
PWM
9
Provident Wealth Management
Tennessee
$2.96M -$187K -6,750 -6%
AAS
10
Avantax Advisory Services
Texas
$2.85M +$595K +21,450 +26%
UBS Group
11
UBS Group
Switzerland
$2.74M +$898K +32,406 +49%
Bank of America
12
Bank of America
North Carolina
$2.61M -$86.3K -3,114 -3%
Ameriprise
13
Ameriprise
Minnesota
$1.99M -$51.2K -1,848 -3%
LFAS
14
Level Four Advisory Services
Texas
$1.6M -$16.6K -600 -1%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$1.22M – – –
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.05M +$1.05M +37,758 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$951K -$157K -5,652 -14%
Allianz Asset Management
18
Allianz Asset Management
Germany
$921K -$601K -21,702 -39%
Jane Street
19
Jane Street
New York
$910K +$498K +17,964 +121%
CMP
20
Courage Miller Partners
Virginia
$891K -$76.5K -2,760 -8%
TC
21
TAP Consulting
Missouri
$781K – – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$659K +$284K +10,266 +76%
Osaic Holdings
23
Osaic Holdings
Arizona
$534K +$534K +19,182 New
BWA
24
Beam Wealth Advisors
Louisiana
$498K +$498K +17,976 New
PWS
25
Private Wealth Strategies
Ohio
$455K – – –
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