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iShares Morningstar Small-Cap Growth ETF
ISCG

138 hedge funds and large institutions have $350M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

10% more funds holding

Funds holding: 125 → 138 (+13)

4% more capital invested

Capital invested by funds: $335M → $350M (+$14.1M)

0.2% more ownership

Funds ownership: 55.01% → 55.21% (+0.2%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
50
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.74M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.74M
3
Bank of America
Bank of America
North Carolina
+$1.27M
4
CFD
Creative Financial Designs
Indiana
+$1.07M
5
Ameriprise
Ameriprise
Minnesota
+$1M

Top Sellers

Rank Fund Capital Flow
1
MAG
Members Advisory Group
New York
-$3.01M
2
AI
Atria Investments
North Carolina
-$1.95M
3
GFA
Gallagher Fiduciary Advisors
Illinois
-$1.91M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$824K
5
VA
Valmark Advisers
Ohio
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$2.98M +$15.8K +310 +0.5%
LI
27
LRI Investments
Florida
$2.4M – – –
LFAS
28
Level Four Advisory Services
Texas
$2.35M – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.26M -$253K -4,966 -10%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.2M +$17.1K +335 +0.8%
Goldman Sachs
31
Goldman Sachs
New York
$1.75M – – –
PWA
32
Phoenix Wealth Advisors
North Carolina
$1.74M +$307K +6,024 +21%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.64M -$13.9K -273 -0.8%
IC
34
IEQ Capital
California
$1.59M +$51 +1 +0%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.54M +$157K +3,079 +11%
RA
36
Rodgers & Associates
Pennsylvania
$1.53M -$102 -2 -0%
BWA
37
Beam Wealth Advisors
Louisiana
$1.48M +$39.9K +784 +3%
FHA
38
Flagship Harbor Advisors
Massachusetts
$1.44M +$152K +2,978 +11%
VW
39
Veridan Wealth
Oregon
$1.36M +$1.36M +26,652 New
CFD
40
Creative Financial Designs
Indiana
$1.33M +$1.07M +20,948 +356%
VCS
41
Vaughan & Co Securities
New Jersey
$1.24M – – –
SWM
42
Shelton Wealth Management
Texas
$1.16M -$121K -2,380 -9%
PAG
43
Private Advisor Group
New Jersey
$1.07M +$27.1K +532 +3%
CP
44
Creekside Partners
California
$1.05M -$29.9K -588 -3%
AAS
45
Asset Allocation Strategies
Michigan
$1.04M -$330K -6,480 -24%
PIA
46
Perennial Investment Advisors
California
$983K +$70.2K +1,380 +7%
NA
47
NewEdge Advisors
Louisiana
$924K +$564K +11,081 +146%
TPCW
48
TD Private Client Wealth
New York
$817K +$97.2K +1,909 +13%
Stifel Financial
49
Stifel Financial
Missouri
$816K -$7.43K -146 -0.9%
KFI
50
Key Financial Inc
Pennsylvania
$742K +$81.1K +1,593 +12%
1
2
3 4 5

ISCG Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2024, worth a combined $350M — up 4.2% from $335M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ISCG positions and 4 closed out — a net gain of 17 holders — while 50 added to existing stakes and 36 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.74M. The largest seller was Members Advisory Group, exiting entirely with an estimated $3.01M sold.

  • 138 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2024, up from 125 in Q3 2024.
  • Funds reported $350M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 21 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2024 and 4 closed out, a net change of +17 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2024 was LPL Financial, an estimated $1.74M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2024 was Members Advisory Group, an estimated $3.01M sold.

Based on aggregated 13F filings for Q4 2024.