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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

105 hedge funds and large institutions have $174M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 19 closing their positions.

Holders
105
Holders Change
-11
Holders Change %
-9.48%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
28
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$55.9M
2
F
2
F3Logic
Minnesota
$10.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.93M
4
Wells Fargo
4
Wells Fargo
California
$13.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.25M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$2.12M
2
LPL Financial
2
LPL Financial
California
$7.54M
3
AAS
3
Avantax Advisory Services
Texas
$8.15M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$325K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$924K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$55.9M 1,582,355 +1,175,254 +289%
Wells Fargo
2
Wells Fargo
California
$13.3M 375,820 +54,610 +17%
F
3
F3Logic
Minnesota
$10.3M 292,941 +292,941 New
Morgan Stanley
4
Morgan Stanley
New York
$9.94M 281,518 +27,895 +11%
AAS
5
Avantax Advisory Services
Texas
$8.15M 230,654 -71,764 -24%
LPL Financial
6
LPL Financial
California
$7.54M 213,364 -84,758 -28%
MTC
7
Matrix Trust Company
Colorado
$5.05M 143,099 -3,752 -3%
CFD
8
Creative Financial Designs
Indiana
$3.01M 85,155 +8,487 +11%
Ameriprise
9
Ameriprise
Minnesota
$2.93M 83,056 +3,327 +4%
Citadel Advisors
10
Citadel Advisors
Florida
$2.93M 82,803 +64,200 +345%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.75M 77,942 +19,219 +33%
SWM
12
Shelton Wealth Management
Texas
$2.63M 74,318 +17,190 +30%
MML Investors Services
13
MML Investors Services
Massachusetts
$2.59M 73,276 +829 +1%
UBS Group
14
UBS Group
Switzerland
$2.55M 72,212 -25,594 -26%
OWM
15
Opes Wealth Management
California
$2.46M 69,765 +4,610 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.22M 62,789 -1,174 -2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$2.12M 59,885 -103,854 -63%
LFAS
18
Level Four Advisory Services
Texas
$2M 56,656 – –
SHFP
19
Second Half Financial Partners
Florida
$1.95M 6,480 – –
Osaic Holdings
20
Osaic Holdings
Arizona
$1.86M 52,618 +223 +0.4%
MHS
21
M Holdings Securities
Oregon
$1.77M 50,090 -11,433 -19%
CAC
22
Certified Advisory Corp
Florida
$1.3M 36,862 +9,539 +35%
Goldman Sachs
23
Goldman Sachs
New York
$1.25M 35,400 +35,400 New
GRP
24
Global Retirement Partners
California
$1.25M 35,279 +1 +0%
VWA
25
Visionary Wealth Advisors
Illinois
$1.19M 33,710 +33,710 New
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