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iShares Morningstar Small-Cap Growth ETF
ISCG

118 hedge funds and large institutions have $192M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

11% more funds holding

Funds holding: 106 → 118 (+12)

0.42% more ownership

Funds ownership: 42.61% → 43.03% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $193M → $192M (-$990K)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
29
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Armbruster Capital Management
New York
+$2.06M
2
AAS
Avantax Advisory Services
Texas
+$2.02M
3
Morgan Stanley
Morgan Stanley
New York
+$1.63M
4
MPW
Monterey Private Wealth
California
+$1.04M
5
SFS
Sowell Financial Services
Arkansas
+$657K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.98M
2
Wells Fargo
Wells Fargo
California
-$3.43M
3
PAG
Private Advisor Group
New Jersey
-$2.14M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.92M
5
GRP
Global Retirement Partners
California
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
51
Biltmore Capital Advisors
New Jersey
$460K +$469K +9,271 New
MCWS
52
McKinley Carter Wealth Services
West Virginia
$459K +$62.9K +1,242 +16%
Citadel Advisors
53
Citadel Advisors
Florida
$452K -$1.71M -33,745 -79%
Citigroup
54
Citigroup
New York
$452K -$108K -2,140 -19%
BW
55
Basepoint Wealth
Iowa
$413K +$421K +8,310 New
Northern Trust
56
Northern Trust
Illinois
$402K – – –
CIBC World Market
57
CIBC World Market
Ontario, Canada
$398K – – –
WWM
58
Western Wealth Management
Colorado
$388K +$394K +7,793 New
Stifel Financial
59
Stifel Financial
Missouri
$387K -$54.8K -1,082 -12%
TW
60
Towerpoint Wealth
California
$372K – – –
APA
61
American Portfolios Advisors
New York
$357K +$226K +4,459 +163%
FA
62
Flagstar Advisors
New York
$350K -$2.18K -43 -0.6%
PFS
63
Prospera Financial Services
Texas
$341K +$1.11K +22 +0.3%
CA
64
Cetera Advisors
Colorado
$339K -$51.9K -1,026 -13%
DC
65
Davenport & Co
Virginia
$333K -$40.5K -800 -11%
LNC
66
Lincoln National Corp
Pennsylvania
$306K -$6.07K -120 -2%
EAM
67
Evanson Asset Management
California
$298K – – –
MCM
68
MAI Capital Management
Ohio
$238K – – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$223K – – –
LA
70
LexAurum Advisors
Kansas
$222K +$227K +4,478 New
IA
71
IFP Advisors
Florida
$219K +$152 +3 +0.1%
EIP
72
Ellis Investment Partners
Pennsylvania
$217K -$9.62K -190 -4%
IFG
73
Independent Financial Group
California
$212K +$216K +4,261 New
WOC
74
West Oak Capital
California
$162K – – –
AF
75
Advisornet Financial
Minnesota
$160K +$34.4K +679 +27%
1 2
3
4 5

ISCG Hedge Fund Activity: Q4 2021 in Review

118 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2021, worth a combined $192M — down 0.51% from $193M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ISCG positions and 11 closed out — a net gain of 13 holders — while 29 added to existing stakes and 36 trimmed.

The largest buyer was Armbruster Capital Management, opening a new position worth an estimated $2.06M. The largest seller was LPL Financial, cutting an estimated $3.98M.

  • 118 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2021, up from 106 in Q3 2021.
  • Funds reported $192M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2021, down 0.51% quarter-over-quarter.
  • 24 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2021 and 11 closed out, a net change of +13 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2021 was Armbruster Capital Management, an estimated $2.06M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2021 was LPL Financial, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2021.