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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

104 hedge funds and large institutions have $170M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 15 closing their positions.

Holders
104
Holders Change
-1
Holders Change %
-0.95%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$12.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.07M
3
Jane Street
3
Jane Street
New York
$777K
4
BDF
4
Black Diamond Financial
Maryland
$1.82M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$2.81M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$46.2M
2
SHFP
2
Second Half Financial Partners
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.33M
4
F
4
F3Logic
Minnesota
$8.7M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$46.2M 1,334,116 -248,239 -16%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$12.6M 362,175 +352,971 +3,835%
Wells Fargo
3
Wells Fargo
California
$12.1M 349,677 -26,143 -7%
Morgan Stanley
4
Morgan Stanley
New York
$9.91M 285,929 +4,411 +2%
F
5
F3Logic
Minnesota
$8.7M 251,080 -41,861 -14%
AAS
6
Avantax Advisory Services
Texas
$8.15M 235,241 +4,587 +2%
LPL Financial
7
LPL Financial
California
$7.22M 208,394 -4,970 -2%
MTC
8
Matrix Trust Company
Colorado
$4.9M 141,443 -1,656 -1%
CFD
9
Creative Financial Designs
Indiana
$3.1M 89,415 +4,260 +5%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$2.81M 80,915 +21,030 +35%
Ameriprise
11
Ameriprise
Minnesota
$2.6M 75,042 -8,014 -10%
SWM
12
Shelton Wealth Management
Texas
$2.58M 74,337 +19 +0%
UBS Group
13
UBS Group
Switzerland
$2.52M 72,583 +371 +0.5%
OWM
14
Opes Wealth Management
California
$2.5M 71,990 +2,225 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.46M 70,892 -7,050 -9%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.1M 60,477 -12,799 -17%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.07M 59,813 +36,623 +158%
LFAS
18
Level Four Advisory Services
Texas
$1.96M 56,656 – –
BDF
19
Black Diamond Financial
Maryland
$1.82M 51,829 +21,834 +73%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.75M 50,466 -12,323 -20%
MHS
21
M Holdings Securities
Oregon
$1.74M 50,090 – –
Osaic Holdings
22
Osaic Holdings
Arizona
$1.71M 49,409 -3,209 -6%
CAC
23
Certified Advisory Corp
Florida
$1.49M 43,006 +6,144 +17%
Citadel Advisors
24
Citadel Advisors
Florida
$1.33M 38,307 -44,496 -54%
Goldman Sachs
25
Goldman Sachs
New York
$1.23M 35,400 – –
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