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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

135 hedge funds and large institutions have $310M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 9 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
50
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$16.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.46M
3
LPL Financial
3
LPL Financial
California
$15.5M
4
Ameriprise
4
Ameriprise
Minnesota
$8.66M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.3M
2
Bank of America
2
Bank of America
North Carolina
$57.9M
3
CFD
3
Creative Financial Designs
Indiana
$1.01M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.97M
5
MHS
5
M Holdings Securities
Oregon
$683K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$776K -$1.44M -30,827 -65%
CMP
52
Courage Miller Partners
Virginia
$717K -$9.04K -194 -1%
AWM
53
Avior Wealth Management
Nebraska
$706K -$184K -3,950 -21%
MWM
54
Mittelman Wealth Management
Massachusetts
$699K +$699K +15,016 New
MHS
55
M Holdings Securities
Oregon
$683K -$1.64M -35,250 -71%
VWA
56
Visionary Wealth Advisors
Illinois
$674K -$131K -2,811 -16%
CGA
57
Crescent Grove Advisors
Illinois
$668K – – –
Creative Planning
58
Creative Planning
Kansas
$661K +$26.5K +570 +4%
TPCW
59
TD Private Client Wealth
New York
$643K +$25.8K +554 +4%
CCAL
60
City Center Advisors LLC
Michigan
$622K +$622K +13,362 New
PWS
61
Private Wealth Strategies
Ohio
$622K +$652 +14 +0.1%
SOS
62
Silver Oak Securities
Tennessee
$560K +$699 +15 +0.1%
Citadel Advisors
63
Citadel Advisors
Florida
$524K -$358K -7,688 -41%
Northern Trust
64
Northern Trust
Illinois
$499K -$6.01K -129 -1%
CPSAC
65
Chas P. Smith & Associates (CPS)
Florida
$497K -$8.01K -172 -2%
CW
66
CreativeOne Wealth
Kansas
$497K -$11.4K -245 -2%
CA
67
Cetera Advisors
Colorado
$483K +$188K +4,035 +64%
AHC
68
Adell Harriman & Carpenter
Texas
$410K – – –
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$403K +$137K +2,944 +52%
EH
70
Equitable Holdings
New York
$399K -$183K -3,932 -31%
BCG
71
Breakwater Capital Group
New Jersey
$376K -$7.64K -164 -2%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$370K – – –
MWP
73
Madison Wealth Partners
Wisconsin
$362K +$838 +18 +0.2%
NA
74
NewEdge Advisors
Louisiana
$361K -$16.3K -351 -4%
KFI
75
Key Financial Inc
Pennsylvania
$300K +$58.2K +1,250 +24%
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