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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

81 hedge funds and large institutions have $115M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
18
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$11.6M
2
SFS
2
Searcy Financial Services
Kansas
$12.5M
3
MHS
3
M Holdings Securities
Oregon
$2.43M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.01M
5
VA
5
Valmark Advisers
Ohio
$1.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.56M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$478K
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.67M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$4.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$13.4M -$175K -4,422 -1%
SFS
2
Searcy Financial Services
Kansas
$12.5M +$3.14M +79,206 +33%
AAS
3
Avantax Advisory Services
Texas
$11.6M +$7.39M +186,222 +174%
Morgan Stanley
4
Morgan Stanley
New York
$8.56M -$2.41M -60,804 -22%
LPL Financial
5
LPL Financial
California
$6.97M +$345K +8,724 +5%
MTC
6
Matrix Trust Company
Colorado
$5.41M +$21.6K +546 +0.4%
Bank of America
7
Bank of America
North Carolina
$4.95M -$95.5K -2,412 -2%
Goldman Sachs
8
Goldman Sachs
New York
$4.38M -$390K -9,846 -8%
UBS Group
9
UBS Group
Switzerland
$3.71M +$9.27K +234 +0.3%
Ameriprise
10
Ameriprise
Minnesota
$3.44M +$416K +10,458 +14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.12M -$382K -9,660 -11%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.01M +$2.24M +56,604 +293%
Citadel Advisors
13
Citadel Advisors
Florida
$2.67M -$2.06M -52,020 -44%
MHS
14
M Holdings Securities
Oregon
$2.43M +$2.43M +61,278 New
LFAS
15
Level Four Advisory Services
Texas
$2.4M – – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.29M +$1.25M +31,482 +120%
VA
17
Valmark Advisers
Ohio
$1.7M +$1.7M +42,852 New
TPCW
18
TD Private Client Wealth
New York
$1.53M +$1.53M +38,724 New
GRP
19
Global Retirement Partners
California
$1.49M -$49.2K -1,242 -3%
TC
20
TAP Consulting
Missouri
$1.47M +$529K +13,350 +56%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.34M +$1.17M +29,634 +727%
AI
22
Atria Investments
North Carolina
$1.23M +$1.23M +31,164 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$1.22M – – –
CMP
24
Courage Miller Partners
Virginia
$1.16M – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.14M +$130K +3,288 +13%
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