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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

114 hedge funds and large institutions have $179M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
41
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$2.52M
2
RWA
2
Rooted Wealth Advisors
Illinois
$2.35M
3
Ameriprise
3
Ameriprise
Minnesota
$6.16M
4
LPL Financial
4
LPL Financial
California
$8.19M
5
TWP
5
Tempus Wealth Planning
California
$1.27M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$11M
2
Wells Fargo
2
Wells Fargo
California
$9.15M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CFD
4
Creative Financial Designs
Indiana
$3.12M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$399K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$16.4M +$293K +7,078 +2%
Morgan Stanley
2
Morgan Stanley
New York
$14.2M +$272K +6,569 +2%
GFA
3
Gallagher Fiduciary Advisors
Illinois
$14M +$149K +3,606 +1%
AAS
4
Avantax Advisory Services
Texas
$11.9M +$337K +8,148 +3%
Bank of America
5
Bank of America
North Carolina
$11M -$49.6M -1,196,647 -82%
Wells Fargo
6
Wells Fargo
California
$9.15M -$3.37M -81,341 -27%
LPL Financial
7
LPL Financial
California
$8.19M +$1.51M +36,468 +23%
Ameriprise
8
Ameriprise
Minnesota
$6.16M +$1.61M +38,940 +35%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$6.03M +$291K +7,026 +5%
MTC
10
Matrix Trust Company
Colorado
$6.01M +$50.4K +1,218 +0.8%
OWM
11
Opes Wealth Management
California
$4.23M +$315K +7,614 +8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.52M +$309K +7,454 +10%
BDF
13
Black Diamond Financial
Maryland
$3.29M +$295K +7,112 +10%
CFD
14
Creative Financial Designs
Indiana
$3.12M -$1.07M -25,774 -26%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.99M +$362K +8,736 +14%
CAC
16
Certified Advisory Corp
Florida
$2.98M +$336K +8,115 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.88M -$116K -2,796 -4%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.86M +$212K +5,114 +8%
UBS Group
19
UBS Group
Switzerland
$2.68M -$204K -4,935 -7%
AWS
20
Atria Wealth Solutions
New York
$2.52M +$2.52M +60,865 New
RWA
21
Rooted Wealth Advisors
Illinois
$2.35M +$2.35M +57,127 New
LFAS
22
Level Four Advisory Services
Texas
$2.35M – – –
SWM
23
Shelton Wealth Management
Texas
$2.1M -$30.7K -741 -1%
MHS
24
M Holdings Securities
Oregon
$1.71M -$369K -8,900 -18%
RJA
25
Raymond James & Associates
Florida
$1.7M +$518K +12,498 +44%
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