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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

116 hedge funds and large institutions have $192M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+10
Holders Change %
+9.43%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
29
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Armbruster Capital Management
New York
$2.02M
2
AAS
2
Avantax Advisory Services
Texas
$16.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.3M
4
MPW
4
Monterey Private Wealth
California
$1.02M
5
SFS
5
Sowell Financial Services
Arkansas
$2.35M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$17.8M
2
Wells Fargo
2
Wells Fargo
California
$18.2M
3
PAG
3
Private Advisor Group
New Jersey
$551K
4
GRP
4
Global Retirement Partners
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$800K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
1
Searcy Financial Services
Kansas
$18.7M +$349K +7,034 +2%
Wells Fargo
2
Wells Fargo
California
$18.2M -$3.36M -67,682 -16%
LPL Financial
3
LPL Financial
California
$17.8M -$3.9M -78,617 -18%
AAS
4
Avantax Advisory Services
Texas
$16.3M +$1.98M +39,822 +14%
Bank of America
5
Bank of America
North Carolina
$15.7M +$511K +10,300 +3%
Morgan Stanley
6
Morgan Stanley
New York
$13.3M +$1.6M +32,229 +14%
MTC
7
Matrix Trust Company
Colorado
$7.45M -$18.4K -370 -0.2%
Ameriprise
8
Ameriprise
Minnesota
$5.82M -$413K -8,335 -7%
UBS Group
9
UBS Group
Switzerland
$5.35M +$229K +4,608 +4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$5.29M +$5.29M +106,532 New
KAS
11
Kestra Advisory Services
Texas
$4.13M -$479K -9,654 -10%
CFD
12
Creative Financial Designs
Indiana
$3.52M +$329K +6,631 +10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.38M +$129K +2,600 +4%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.26M -$748K -15,076 -19%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.9M -$26.7K -537 -0.9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.82M +$33.2K +669 +1%
LFAS
17
Level Four Advisory Services
Texas
$2.81M -$69.5K -1,400 -2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.67M -$405K -8,158 -13%
SWM
19
Shelton Wealth Management
Texas
$2.58M +$2.58M +51,966 New
Osaic Holdings
20
Osaic Holdings
Arizona
$2.46M -$661K -13,313 -21%
SFS
21
Sowell Financial Services
Arkansas
$2.35M +$644K +12,977 +38%
ACM
22
Armbruster Capital Management
New York
$2.02M +$2.02M +40,676 New
TPCW
23
TD Private Client Wealth
New York
$1.93M -$78.5K -1,581 -4%
IC
24
IEQ Capital
California
$1.59M – – –
TC
25
TAP Consulting
Missouri
$1.49M -$451K -9,081 -23%
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