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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

112 hedge funds and large institutions have $206M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
35
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GFA
1
Gallagher Fiduciary Advisors
Illinois
$13M
2
Jane Street
2
Jane Street
New York
$1.23M
3
Ameriprise
3
Ameriprise
Minnesota
$4.28M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.6M
5
AAS
5
Avantax Advisory Services
Texas
$10.9M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$11.8M
2
Bank of America
2
Bank of America
North Carolina
$57M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.18M
4
AAS
4
Asset Allocation Strategies
Michigan
$303K
5
Morgan Stanley
5
Morgan Stanley
New York
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$57M -$1.42M -36,369 -2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$15.1M +$569K +14,602 +4%
Morgan Stanley
3
Morgan Stanley
New York
$13.1M -$362K -9,291 -3%
GFA
4
Gallagher Fiduciary Advisors
Illinois
$13M +$13M +334,277 New
Wells Fargo
5
Wells Fargo
California
$11.8M -$1.81M -46,376 -13%
AAS
6
Avantax Advisory Services
Texas
$10.9M +$904K +23,191 +9%
LPL Financial
7
LPL Financial
California
$6.28M -$139K -3,556 -2%
MTC
8
Matrix Trust Company
Colorado
$5.61M +$118K +3,034 +2%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$5.4M +$711K +18,236 +15%
Ameriprise
10
Ameriprise
Minnesota
$4.28M +$1.08M +27,656 +34%
CFD
11
Creative Financial Designs
Indiana
$3.94M +$223K +5,732 +6%
OWM
12
Opes Wealth Management
California
$3.69M +$786K +20,156 +27%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.02M +$268K +6,870 +10%
BDF
14
Black Diamond Financial
Maryland
$2.82M +$337K +8,654 +14%
UBS Group
15
UBS Group
Switzerland
$2.72M +$60.4K +1,549 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$2.49M -$33.3K -854 -1%
CAC
17
Certified Advisory Corp
Florida
$2.49M +$96.1K +2,466 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.47M -$143K -3,674 -5%
LFAS
19
Level Four Advisory Services
Texas
$2.21M – – –
SWM
20
Shelton Wealth Management
Texas
$2M +$125K +3,201 +7%
MHS
21
M Holdings Securities
Oregon
$1.95M – – –
Citadel Advisors
22
Citadel Advisors
Florida
$1.6M +$909K +23,316 +132%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.55M -$13K -333 -0.8%
AWM
24
Avior Wealth Management
Nebraska
$1.53M -$191K -4,891 -11%
Goldman Sachs
25
Goldman Sachs
New York
$1.38M – – –
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