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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

115 hedge funds and large institutions have $489M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+34
Holders Change %
+41.98%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
34
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWA
1
Dorsey Wright & Associates
California
$68.9M
2
AI
2
AdvisorShares Investments
Maryland
$68.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$47.2M
4
Wells Fargo
4
Wells Fargo
California
$42.3M
5
LPL Financial
5
LPL Financial
California
$25.8M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$8.28M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.68M
3
VA
3
Valmark Advisers
Ohio
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.24M
5
CMP
5
Courage Miller Partners
Virginia
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
1
Dorsey Wright & Associates
California
$68.9M +$68.9M +1,362,486 New
AI
2
AdvisorShares Investments
Maryland
$68.9M +$68.9M +1,362,486 New
Morgan Stanley
3
Morgan Stanley
New York
$47.2M +$36.3M +716,820 +331%
Wells Fargo
4
Wells Fargo
California
$42.3M +$25.1M +497,112 +146%
LPL Financial
5
LPL Financial
California
$25.8M +$16.9M +334,620 +190%
Bank of America
6
Bank of America
North Carolina
$22.8M +$16.5M +325,782 +261%
SFS
7
Searcy Financial Services
Kansas
$18.9M +$2.9M +57,426 +18%
PAG
8
Private Advisor Group
New Jersey
$13.1M +$13.1M +258,264 New
Osaic Holdings
9
Osaic Holdings
Arizona
$12.9M +$9.08M +179,574 +236%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$12.8M +$12.2M +241,128 +1,997%
Citadel Advisors
11
Citadel Advisors
Florida
$12.6M +$9.21M +182,040 +270%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$12.3M +$12.3M +242,598 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$12M +$8M +158,172 +201%
RJA
14
Raymond James & Associates
Florida
$9.6M +$9.28M +183,438 +2,882%
UBS Group
15
UBS Group
Switzerland
$8.73M +$3.99M +78,870 +84%
AAS
16
Avantax Advisory Services
Texas
$8.28M -$6.57M -129,696 -44%
MTC
17
Matrix Trust Company
Colorado
$6.77M -$134K -2,658 -2%
SPC
18
Sigma Planning Corp
Michigan
$6.43M +$6.43M +127,122 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.99M +$2.07M +40,848 +71%
Ameriprise
20
Ameriprise
Minnesota
$4.53M +$150K +2,958 +3%
TPCW
21
TD Private Client Wealth
New York
$3.82M +$1.86M +36,786 +95%
FAIM
22
Financial Advocates Investment Management
Washington
$3.76M +$3.76M +74,394 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.12M +$2.15M +42,570 +223%
MHS
24
M Holdings Securities
Oregon
$3.1M -$1.82K -36 -0.1%
LFAS
25
Level Four Advisory Services
Texas
$2.94M -$123K -2,430 -4%
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