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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

108 hedge funds and large institutions have $212M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
31
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$54M
2
F
2
F3Logic
Minnesota
$12.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.5M
4
AWM
4
Avior Wealth Management
Nebraska
$1.59M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$4.34M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$215K
2
LPL Financial
2
LPL Financial
California
$5.94M
3
SWM
3
Shelton Wealth Management
Texas
$1.74M
4
IF
4
Integrity Financial
Wyoming
$85.3K
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$54M +$5.9M +163,795 +12%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$13.5M +$418K +11,592 +3%
Wells Fargo
3
Wells Fargo
California
$12.6M -$34.5K -957 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$12.5M +$2.15M +59,710 +21%
F
5
F3Logic
Minnesota
$12.4M +$3.32M +92,019 +37%
GBS
6
Gallagher Benefit Services
Illinois
$12.4M +$12.4M +343,099 New
AAS
7
Avantax Advisory Services
Texas
$9.26M +$779K +21,604 +9%
LPL Financial
8
LPL Financial
California
$5.94M -$1.57M -43,632 -21%
Corient Private Wealth
9
Corient Private Wealth
Florida
$5.87M +$5.87M +17,728 New
MTC
10
Matrix Trust Company
Colorado
$5.08M -$21.2K -587 -0.4%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$4.34M +$1.42M +39,376 +49%
CFD
12
Creative Financial Designs
Indiana
$3.44M +$213K +5,920 +7%
IAG
13
Ipsen Advisor Group
Arkansas
$3.09M +$3.09M +85,769 New
Ameriprise
14
Ameriprise
Minnesota
$2.95M +$251K +6,999 +9%
OWM
15
Opes Wealth Management
California
$2.68M +$87.9K +2,440 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.55M +$729K +20,224 +40%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.52M -$34.8K -965 -1%
UBS Group
18
UBS Group
Switzerland
$2.45M -$161K -4,472 -6%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.42M +$639K +17,730 +36%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.33M +$154K +4,267 +7%
BDF
21
Black Diamond Financial
Maryland
$2.3M +$431K +11,948 +23%
CAC
22
Certified Advisory Corp
Florida
$2.21M +$662K +18,358 +43%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.12M +$1.21M +33,470 +133%
LFAS
24
Level Four Advisory Services
Texas
$2.04M – – –
MHS
25
M Holdings Securities
Oregon
$1.81M – – –
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