ISCG icon

iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

115 hedge funds and large institutions have $226M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 22 closing their positions.

Holders
115
Holders Change
-9
Holders Change %
-7.26%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
28
Reduced
46
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IC
1
IEQ Capital
California
$1.66M
2
AAS
2
Avantax Advisory Services
Texas
$14.2M
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$1.36M
4
FTUS
4
Flow Traders U.S.
New York
$1.59M
5
BCM
5
Breiter Capital Management
Florida
$652K

Top Sellers

1
AI
1
AdvisorShares Investments
Maryland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$12.7M
3
Wells Fargo
3
Wells Fargo
California
$23.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$375K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$23.4M -$29.5M -569,330 -56%
LPL Financial
2
LPL Financial
California
$20.6M -$12M -231,400 -37%
SFS
3
Searcy Financial Services
Kansas
$18.7M +$149K +2,876 +0.8%
Ameriprise
4
Ameriprise
Minnesota
$17.3M -$509K -9,822 -3%
Bank of America
5
Bank of America
North Carolina
$17.1M -$10.4M -200,445 -38%
AAS
6
Avantax Advisory Services
Texas
$14.2M +$1.56M +30,076 +12%
Morgan Stanley
7
Morgan Stanley
New York
$12.7M -$39.2M -757,501 -76%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.63M -$4.08M -78,785 -35%
MTC
9
Matrix Trust Company
Colorado
$6.65M -$198K -3,831 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.59M +$53.2K +1,027 +1%
UBS Group
11
UBS Group
Switzerland
$5.36M -$1.72M -33,153 -24%
KAS
12
Kestra Advisory Services
Texas
$4.48M -$162K -3,127 -3%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.13M +$525K +10,134 +15%
TPCW
14
TD Private Client Wealth
New York
$4.04M +$89.1K +1,719 +2%
RJA
15
Raymond James & Associates
Florida
$3.58M -$12.2M -235,311 -77%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.57M -$16.5M -317,642 -82%
MHS
17
M Holdings Securities
Oregon
$3.17M +$10.4K +200 +0.3%
CFD
18
Creative Financial Designs
Indiana
$3.05M +$345K +6,659 +13%
LFAS
19
Level Four Advisory Services
Texas
$3.01M – – –
PAG
20
Private Advisor Group
New Jersey
$2.77M -$5.52M -106,562 -67%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.52M +$455K +8,782 +22%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.42M -$3.42M -65,965 -59%
TC
23
TAP Consulting
Missouri
$2.22M +$104K +2,012 +5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.18M -$2.25M -43,458 -51%
GRP
25
Global Retirement Partners
California
$2.05M +$39.3K +758 +2%
1
2 3 4 5