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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

116 hedge funds and large institutions have $160M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
32
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18M
2
OWM
2
Opes Wealth Management
California
$2.88M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$7.24M
4
OMC
4
Old Mission Capital
Illinois
$2.37M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.94M

Top Sellers

1
SFS
1
Searcy Financial Services
Kansas
$0
2
KAS
2
Kestra Advisory Services
Texas
$276K
3
LPL Financial
3
LPL Financial
California
$13.2M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
Wells Fargo
5
Wells Fargo
California
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$18M +$4.02M +91,034 +29%
Wells Fargo
2
Wells Fargo
California
$14.2M -$2.02M -45,766 -12%
AAS
3
Avantax Advisory Services
Texas
$13.4M -$1.1M -24,948 -8%
LPL Financial
4
LPL Financial
California
$13.2M -$2.65M -59,936 -17%
Morgan Stanley
5
Morgan Stanley
New York
$11.2M -$665K -15,054 -6%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$7.24M +$2.53M +57,207 +54%
MTC
7
Matrix Trust Company
Colorado
$6.49M -$142K -3,223 -2%
UBS Group
8
UBS Group
Switzerland
$4.32M -$440K -9,948 -9%
Ameriprise
9
Ameriprise
Minnesota
$3.52M -$1.66M -37,597 -32%
CFD
10
Creative Financial Designs
Indiana
$3.39M +$259K +5,865 +8%
MML Investors Services
11
MML Investors Services
Massachusetts
$3.2M +$304K +6,882 +10%
OWM
12
Opes Wealth Management
California
$2.88M +$2.88M +65,155 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.83M -$181K -4,104 -6%
MHS
14
M Holdings Securities
Oregon
$2.72M +$2.72M +61,523 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.6M +$85.4K +1,932 +3%
SWM
16
Shelton Wealth Management
Texas
$2.52M +$228K +5,162 +10%
LFAS
17
Level Four Advisory Services
Texas
$2.5M – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.5M +$1.78M +40,343 +250%
OMC
19
Old Mission Capital
Illinois
$2.37M +$2.37M +53,718 New
Osaic Holdings
20
Osaic Holdings
Arizona
$2.32M +$130K +2,938 +6%
SHFP
21
Second Half Financial Partners
Florida
$1.95M +$1.95M +6,480 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.94M +$1.86M +41,995 +2,323%
IC
23
IEQ Capital
California
$1.42M – – –
GRP
24
Global Retirement Partners
California
$1.28M +$1.28M +35,278 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.22M -$1.16M -26,185 -49%
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