ISCG icon

iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

136 hedge funds and large institutions have $349M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+13
Holders Change %
+10.57%
% of All Funds
1.81%
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
48
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$19.2M
2
Osaic Holdings
Osaic Holdings
Arizona
$4.78M
3
Bank of America
Bank of America
North Carolina
$20.4M
4
CFD
Creative Financial Designs
Indiana
$1.33M
5
Ameriprise
Ameriprise
Minnesota
$5.36M

Top Sellers

1
MAG
Members Advisory Group
New York
$0
2
AI
Atria Investments
North Carolina
$13.8M
3
GFA
Gallagher Fiduciary Advisors
Illinois
$13.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$573K
5
VA
Valmark Advisers
Ohio
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$2.98M +$15.3K +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 -$246K -4,966 -10%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.2M +$16.6K +335 +0.8%
Goldman Sachs
31
Goldman Sachs
New York
$1.75M – – –
PWA
32
Phoenix Wealth Advisors
North Carolina
$1.74M +$298K +6,024 +21%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.64M -$13.5K -273 -0.8%
IC
34
IEQ Capital
California
$1.59M +$49 +1 +0%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.54M +$152K +3,079 +11%
RA
36
Rodgers & Associates
Pennsylvania
$1.53M -$99 -2 -0%
BWA
37
Beam Wealth Advisors
Louisiana
$1.48M +$38.8K +784 +3%
FHA
38
Flagship Harbor Advisors
Massachusetts
$1.44M +$147K +2,978 +11%
VW
39
Veridan Wealth
Oregon
$1.36M +$1.36M +26,652 New
CFD
40
Creative Financial Designs
Indiana
$1.33M +$1.04M +20,948 +356%
VCS
41
Vaughan & Co Securities
New Jersey
$1.24M – – –
SWM
42
Shelton Wealth Management
Texas
$1.16M -$118K -2,380 -9%
PAG
43
Private Advisor Group
New Jersey
$1.07M +$26.3K +532 +3%
CP
44
Creekside Partners
California
$1.05M -$29.1K -588 -3%
AAS
45
Asset Allocation Strategies
Michigan
$1.04M -$328K -6,480 -24%
PIA
46
Perennial Investment Advisors
California
$983K +$68.3K +1,380 +7%
NA
47
NewEdge Advisors
Louisiana
$924K +$548K +11,081 +146%
TPCW
48
TD Private Client Wealth
New York
$817K +$94.4K +1,909 +13%
Stifel Financial
49
Stifel Financial
Missouri
$816K -$7.22K -146 -0.9%
KFI
50
Key Financial Inc
Pennsylvania
$742K +$78.8K +1,593 +12%
1
2
3 4 5