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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

131 hedge funds and large institutions have $307M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
40
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.8M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$19.3M
3
AAS
3
Avantax Advisory Services
Texas
$16M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.71M
5
BDF
5
Black Diamond Financial
Maryland
$4.63M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.6M
3
Wells Fargo
3
Wells Fargo
California
$8.03M
4
Ameriprise
4
Ameriprise
Minnesota
$6.95M
5
AI
5
Atria Investments
North Carolina
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.78M -$665K -14,626 -19%
Mariner
27
Mariner
Kansas
$2.65M +$34.3K +754 +1%
LI
28
LRI Investments
Florida
$2.21M -$26.6K -584 -1%
LFAS
29
Level Four Advisory Services
Texas
$2.16M – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.14M +$214K +4,703 +11%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.02M +$1.91K +42 +0.1%
RJA
32
Raymond James & Associates
Florida
$1.73M -$22.7K -499 -1%
AAS
33
Asset Allocation Strategies
Michigan
$1.73M -$910 -20 -0.1%
Citadel Advisors
34
Citadel Advisors
Florida
$1.71M +$1.2M +26,338 +234%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.66M +$127K +2,796 +8%
Goldman Sachs
36
Goldman Sachs
New York
$1.61M – – –
RA
37
Rodgers & Associates
Pennsylvania
$1.48M -$6.05K -133 -0.4%
IC
38
IEQ Capital
California
$1.46M – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.35M +$316K +6,941 +30%
SWM
40
Shelton Wealth Management
Texas
$1.31M -$176K -3,865 -12%
Corient Private Wealth
41
Corient Private Wealth
Florida
$1.3M -$4.22K -93 -0.3%
BWA
42
Beam Wealth Advisors
Louisiana
$1.29M +$82.7K +1,818 +7%
PWA
43
Phoenix Wealth Advisors
North Carolina
$1.15M +$222K +4,873 +24%
VCS
44
Vaughan & Co Securities
New Jersey
$1.14M -$11K -242 -1%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.11M -$320K -7,032 -22%
Stifel Financial
46
Stifel Financial
Missouri
$1.06M +$11K +241 +1%
CP
47
Creekside Partners
California
$1.02M +$1.02M +22,409 New
PAG
48
Private Advisor Group
New Jersey
$898K +$51.4K +1,130 +6%
CFD
49
Creative Financial Designs
Indiana
$882K -$104K -2,283 -11%
GRP
50
Global Retirement Partners
California
$794K -$425K -9,336 -35%
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