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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

111 hedge funds and large institutions have $168M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
40
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.83M
3
BWA
3
Beam Wealth Advisors
Louisiana
$948K
4
AAS
4
Avantax Advisory Services
Texas
$11.8M
5
FTUS
5
Flow Traders U.S.
New York
$550K

Top Sellers

1
RWA
1
Rooted Wealth Advisors
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$7.2M
3
TWP
3
Tempus Wealth Planning
California
$0
4
GFA
4
Gallagher Fiduciary Advisors
Illinois
$12.1M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.7M +$2.41M +62,243 +18%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$15.5M +$126K +3,244 +0.8%
GFA
3
Gallagher Fiduciary Advisors
Illinois
$12.1M -$1.02M -26,274 -8%
AAS
4
Avantax Advisory Services
Texas
$11.8M +$620K +16,003 +6%
Bank of America
5
Bank of America
North Carolina
$9.97M -$298K -7,693 -3%
LPL Financial
6
LPL Financial
California
$8.11M +$444K +11,448 +6%
Wells Fargo
7
Wells Fargo
California
$7.2M -$1.36M -35,182 -16%
MTC
8
Matrix Trust Company
Colorado
$5.79M +$169K +4,365 +3%
Ameriprise
9
Ameriprise
Minnesota
$5.52M -$247K -6,364 -4%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$5.39M -$256K -6,614 -5%
OWM
11
Opes Wealth Management
California
$4.13M +$164K +4,226 +4%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.83M +$1.03M +26,549 +37%
CFD
13
Creative Financial Designs
Indiana
$3.24M +$324K +8,361 +11%
BDF
14
Black Diamond Financial
Maryland
$3.2M +$112K +2,899 +4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.07M -$227K -5,854 -7%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.01M +$334K +8,627 +13%
CAC
17
Certified Advisory Corp
Florida
$2.88M +$94.1K +2,429 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.75M +$53.9K +1,391 +2%
UBS Group
19
UBS Group
Switzerland
$2.63M +$124K +3,192 +5%
AWS
20
Atria Wealth Solutions
New York
$2.45M +$89.3K +2,297 +4%
SWM
21
Shelton Wealth Management
Texas
$1.96M +$698 +18 +0%
MHS
22
M Holdings Securities
Oregon
$1.94M +$345K +8,900 +22%
LFAS
23
Level Four Advisory Services
Texas
$1.84M -$358K -9,240 -16%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.7M +$517K +13,334 +44%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.58M +$2.56K +66 +0.2%
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