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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

130 hedge funds and large institutions have $315M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+19
Holders Change %
+17.12%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
49
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$58.8M
2
AI
Atria Investments
North Carolina
$14.4M
3
Morgan Stanley
Morgan Stanley
New York
$31.4M
4
LPL Financial
LPL Financial
California
$13.7M
5
IWP
IAG Wealth Partners
Wisconsin
$2.75M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$3.15M
2
FTUS
Flow Traders U.S.
New York
$0
3
CAC
Certified Advisory Corp
Florida
$2.73M
4
PFS
Prospera Financial Services
Texas
$207K
5
SWM
Shelton Wealth Management
Texas
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$833K +$833K +18,933 New
PAG
52
Private Advisor Group
New Jersey
$815K +$95.3K +2,167 +13%
FHA
53
Flagship Harbor Advisors
Massachusetts
$791K +$275K +6,258 +53%
VWA
54
Visionary Wealth Advisors
Illinois
$761K -$375K -8,528 -33%
CMP
55
Courage Miller Partners
Virginia
$686K -$110K -2,509 -14%
PWA
56
Phoenix Wealth Advisors
North Carolina
$682K +$257K +5,913 +60%
CGA
57
Crescent Grove Advisors
Illinois
$631K – – –
Creative Planning
58
Creative Planning
Kansas
$600K +$6.64K +151 +1%
PWS
59
Private Wealth Strategies
Ohio
$587K +$2.11K +48 +0.4%
TPCW
60
TD Private Client Wealth
New York
$583K +$305K +6,933 +110%
SGI
61
Summit Global Investments
Utah
$563K +$563K +12,787 New
TFA
62
Transamerica Financial Advisors
Florida
$555K +$555K +12,611 New
EH
63
Equitable Holdings
New York
$550K +$35.5K +807 +7%
SOS
64
Silver Oak Securities
Tennessee
$528K – – –
CW
65
CreativeOne Wealth
Kansas
$480K -$8.44K -192 -2%
CPSAC
66
Chas P. Smith & Associates (CPS)
Florida
$478K -$6.52K -148 -1%
GCIM
67
Gunn & Company Investment Management
Florida
$478K +$478K +10,854 New
Northern Trust
68
Northern Trust
Illinois
$477K -$1.1K -25 -0.2%
AHC
69
Adell Harriman & Carpenter
Texas
$387K – – –
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$364K -$80.1K -1,819 -18%
BCG
71
Breakwater Capital Group
New Jersey
$357K -$153K -3,514 -30%
NA
72
NewEdge Advisors
Louisiana
$352K +$327K +7,536 +1,308%
CIBC World Market
73
CIBC World Market
Ontario, Canada
$349K – – –
MWP
74
Madison Wealth Partners
Wisconsin
$341K +$18.1K +412 +6%
AWM
75
Aspire Wealth Management
Massachusetts
$284K +$1.28K +29 +0.5%
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