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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

135 hedge funds and large institutions have $310M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 9 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
50
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$16.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.46M
3
LPL Financial
3
LPL Financial
California
$15.5M
4
Ameriprise
4
Ameriprise
Minnesota
$8.66M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.3M
2
Bank of America
2
Bank of America
North Carolina
$57.9M
3
CFD
3
Creative Financial Designs
Indiana
$1.01M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.97M
5
MHS
5
M Holdings Securities
Oregon
$683K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$2.68M +$263K +5,646 +11%
LI
27
LRI Investments
Florida
$2.29M +$2.29M +49,151 New
LFAS
28
Level Four Advisory Services
Texas
$2.09M – – –
HighTower Advisors
29
HighTower Advisors
Illinois
$2.07M +$114K +2,458 +6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.97M -$2.27M -48,792 -54%
RJA
31
Raymond James & Associates
Florida
$1.8M -$80.5K -1,728 -4%
AAS
32
Asset Allocation Strategies
Michigan
$1.77M -$17.6K -377 -1%
Goldman Sachs
33
Goldman Sachs
New York
$1.65M – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.57M +$89.7K +1,927 +6%
RA
35
Rodgers & Associates
Pennsylvania
$1.52M +$3.59K +77 +0.2%
SWM
36
Shelton Wealth Management
Texas
$1.52M -$291K -6,257 -16%
IC
37
IEQ Capital
California
$1.49M – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.46M +$1.46M +31,329 New
Corient Private Wealth
39
Corient Private Wealth
Florida
$1.34M -$2.52K -54 -0.2%
GRP
40
Global Retirement Partners
California
$1.25M -$86.8K -1,863 -7%
BWA
41
Beam Wealth Advisors
Louisiana
$1.23M +$2.79K +60 +0.2%
VCS
42
Vaughan & Co Securities
New Jersey
$1.18M – – –
Stifel Financial
43
Stifel Financial
Missouri
$1.07M -$185K -3,983 -15%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.06M +$676K +14,526 +176%
FHA
45
Flagship Harbor Advisors
Massachusetts
$1.01M +$177K +3,797 +21%
CFD
46
Creative Financial Designs
Indiana
$1.01M -$3.24M -69,487 -76%
PWA
47
Phoenix Wealth Advisors
North Carolina
$946K +$214K +4,602 +29%
PAG
48
Private Advisor Group
New Jersey
$867K +$4.56K +98 +0.5%
CAN
49
Cetera Advisor Networks
California
$852K -$43.8K -940 -5%
MFG
50
Merit Financial Group
Georgia
$843K -$98.6K -2,204 -10%
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