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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

130 hedge funds and large institutions have $315M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+19
Holders Change %
+17.12%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
49
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$58.8M
2
AI
2
Atria Investments
North Carolina
$14.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.4M
4
LPL Financial
4
LPL Financial
California
$13.7M
5
IWP
5
IAG Wealth Partners
Wisconsin
$2.75M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.15M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
CAC
3
Certified Advisory Corp
Florida
$2.73M
4
PFS
4
Prospera Financial Services
Texas
$207K
5
SWM
5
Shelton Wealth Management
Texas
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
26
Certified Advisory Corp
Florida
$2.73M -$546K -12,413 -17%
MAG
27
Members Advisory Group
New York
$2.62M +$2.62M +59,435 New
Mariner
28
Mariner
Kansas
$2.29M +$537K +12,197 +31%
MHS
29
M Holdings Securities
Oregon
$2.2M -$7.48K -170 -0.3%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.09M +$1.41M +31,941 +205%
LFAS
31
Level Four Advisory Services
Texas
$2.09M – – –
HighTower Advisors
32
HighTower Advisors
Illinois
$1.84M +$46.3K +1,055 +3%
RJA
33
Raymond James & Associates
Florida
$1.77M +$44 +1 +0%
SWM
34
Shelton Wealth Management
Texas
$1.71M -$518K -11,768 -23%
AAS
35
Asset Allocation Strategies
Michigan
$1.69M +$279K +6,332 +20%
Goldman Sachs
36
Goldman Sachs
New York
$1.56M – – –
TWP
37
Tempus Wealth Planning
California
$1.45M +$1.45M +32,940 New
RA
38
Rodgers & Associates
Pennsylvania
$1.44M +$21.6K +490 +2%
IC
39
IEQ Capital
California
$1.41M – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.4M +$289K +6,574 +26%
CWA
41
Clarus Wealth Advisors
Arizona
$1.3M +$1.3M +30,816 New
Corient Private Wealth
42
Corient Private Wealth
Florida
$1.27M +$536K +12,180 +73%
GRP
43
Global Retirement Partners
California
$1.22M -$45.9K -1,081 -4%
Stifel Financial
44
Stifel Financial
Missouri
$1.19M +$31.5K +717 +3%
BWA
45
Beam Wealth Advisors
Louisiana
$1.16M +$86.7K +1,971 +8%
VCS
46
Vaughan & Co Securities
New Jersey
$1.11M – – –
MFG
47
Merit Financial Group
Georgia
$926K +$926K +21,052 New
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$864K +$864K +19,636 New
CAN
49
Cetera Advisor Networks
California
$847K +$89.7K +2,039 +12%
AWM
50
Avior Wealth Management
Nebraska
$840K -$232K -5,277 -22%
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