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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

73 hedge funds and large institutions have $92.5M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 2 closing their positions.

Holders
73
Holders Change
+12
Holders Change %
+19.67%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
17
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.26M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.2M
4
GRP
4
Global Retirement Partners
California
$1.43M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.64M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$150K
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.4M
3
PWM
3
Provident Wealth Management
Tennessee
$5K
4
Jane Street
4
Jane Street
New York
$359K
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$666K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$12.7M +$3.51M +95,166 +38%
Morgan Stanley
2
Morgan Stanley
New York
$10.2M +$2.47M +67,020 +32%
SFS
3
Searcy Financial Services
Kansas
$8.72M -$135K -3,666 -2%
LPL Financial
4
LPL Financial
California
$6.16M +$1.19M +32,292 +24%
MTC
5
Matrix Trust Company
Colorado
$5.01M -$341K -9,264 -6%
Bank of America
6
Bank of America
North Carolina
$4.69M +$1.23M +33,294 +35%
Goldman Sachs
7
Goldman Sachs
New York
$4.44M – – –
Citadel Advisors
8
Citadel Advisors
Florida
$4.4M -$5.34M -144,984 -55%
AAS
9
Avantax Advisory Services
Texas
$3.94M +$158K +4,302 +4%
UBS Group
10
UBS Group
Switzerland
$3.44M -$197K -5,358 -5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.26M +$3.26M +88,518 New
Ameriprise
12
Ameriprise
Minnesota
$2.81M +$151K +4,104 +6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.64M +$1.25M +33,936 +90%
LFAS
14
Level Four Advisory Services
Texas
$2.23M +$96.4K +2,616 +5%
GRP
15
Global Retirement Partners
California
$1.43M +$1.41M +38,292 +7,689%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.22M – – –
CMP
17
Courage Miller Partners
Virginia
$1.16M -$28.7K -780 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$969K -$295K -8,010 -23%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$943K +$67.6K +1,836 +8%
TC
20
TAP Consulting
Missouri
$880K -$159K -4,320 -15%
BWA
21
Beam Wealth Advisors
Louisiana
$789K +$116K +3,102 +17%
Osaic Holdings
22
Osaic Holdings
Arizona
$712K +$5.96K +162 +0.8%
Allianz Asset Management
23
Allianz Asset Management
Germany
$666K -$558K -15,162 -46%
CPSAC
24
Chas P. Smith & Associates (CPS)
Florida
$579K -$3.31K -90 -0.6%
PWS
25
Private Wealth Strategies
Ohio
$482K -$124K -3,366 -20%
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