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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

123 hedge funds and large institutions have $335M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
50
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.6M
3
BDF
3
Black Diamond Financial
Maryland
$6.99M
4
LPL Financial
4
LPL Financial
California
$17.4M
5
AAS
5
Avantax Advisory Services
Texas
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19M
2
AWS
2
Atria Wealth Solutions
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$4.34M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MWM
5
Mittelman Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$2.94M +$79.1K +1,615 +3%
LI
27
LRI Investments
Florida
$2.5M – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.48M +$176K +3,587 +8%
LFAS
29
Level Four Advisory Services
Texas
$2.31M – – –
HighTower Advisors
30
HighTower Advisors
Illinois
$2.16M -$13.1K -267 -0.6%
RJA
31
Raymond James & Associates
Florida
$1.89M +$22.7K +464 +1%
Goldman Sachs
32
Goldman Sachs
New York
$1.73M – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.64M -$146K -2,991 -8%
IC
34
IEQ Capital
California
$1.58M +$6.85K +140 +0.4%
RA
35
Rodgers & Associates
Pennsylvania
$1.51M -$82.7K -1,690 -5%
PWA
36
Phoenix Wealth Advisors
North Carolina
$1.43M +$197K +4,030 +16%
BWA
37
Beam Wealth Advisors
Louisiana
$1.43M +$43.5K +888 +3%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.37M +$185K +3,769 +16%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.36M -$95.6K -1,952 -7%
AAS
40
Asset Allocation Strategies
Michigan
$1.32M -$540K -11,034 -29%
FHA
41
Flagship Harbor Advisors
Massachusetts
$1.28M +$1.28M +26,192 New
SWM
42
Shelton Wealth Management
Texas
$1.27M -$139K -2,840 -10%
VCS
43
Vaughan & Co Securities
New Jersey
$1.22M -$2.01K -41 -0.2%
CP
44
Creekside Partners
California
$1.07M -$28.5K -583 -3%
PAG
45
Private Advisor Group
New Jersey
$1.03M +$66.9K +1,366 +7%
Corient Private Wealth
46
Corient Private Wealth
Florida
$1.01M -$399K -8,153 -28%
PIA
47
Perennial Investment Advisors
California
$905K +$905K +18,490 New
Stifel Financial
48
Stifel Financial
Missouri
$814K -$325K -6,639 -29%
VA
49
Valmark Advisers
Ohio
$799K +$799K +16,310 New
MFG
50
Merit Financial Group
Georgia
$720K -$41.6K -850 -5%
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