ISCG icon

iShares Morningstar Small-Cap Growth ETF

106 hedge funds and large institutions have $193M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
106
Holders Change
-9
Holders Change %
-7.83%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
31
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$21.5M +$1.92M +39,011 +10%
Wells Fargo
2
Wells Fargo
California
$21.4M -$834K -16,930 -4%
SFS
3
Searcy Financial Services
Kansas
$18.2M +$364K +7,394 +2%
Bank of America
4
Bank of America
North Carolina
$15.1M -$1.23M -24,914 -8%
AAS
5
Avantax Advisory Services
Texas
$14.2M +$682K +13,844 +5%
Morgan Stanley
6
Morgan Stanley
New York
$11.6M -$388K -7,871 -3%
MTC
7
Matrix Trust Company
Colorado
$7.41M +$1.09M +22,077 +17%
Ameriprise
8
Ameriprise
Minnesota
$6.19M -$10.3M -208,413 -62%
UBS Group
9
UBS Group
Switzerland
$5.08M -$16.4K -333 -0.3%
KAS
10
Kestra Advisory Services
Texas
$4.58M +$319K +6,484 +8%
MML Investors Services
11
MML Investors Services
Massachusetts
$3.97M +$43.5K +883 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.22M -$165K -3,345 -5%
CFD
13
Creative Financial Designs
Indiana
$3.16M +$259K +5,259 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.09M -$4.16M -84,537 -57%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.05M -$2.26M -45,862 -43%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.91M +$831K +16,879 +40%
LFAS
17
Level Four Advisory Services
Texas
$2.86M
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.76M +$370K +7,524 +15%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.66M +$363K +7,378 +16%
PAG
20
Private Advisor Group
New Jersey
$2.63M +$3.84K +78 +0.1%
Citadel Advisors
21
Citadel Advisors
Florida
$2.11M +$420K +8,520 +25%
TPCW
22
TD Private Client Wealth
New York
$1.99M -$1.85M -37,530 -48%
TC
23
TAP Consulting
Missouri
$1.92M -$186K -3,771 -9%
GRP
24
Global Retirement Partners
California
$1.92M -$29.9K -607 -2%
SFS
25
Sowell Financial Services
Arkansas
$1.7M +$794K +16,126 +88%