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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

131 hedge funds and large institutions have $307M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
40
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.8M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$19.3M
3
AAS
3
Avantax Advisory Services
Texas
$16M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.71M
5
BDF
5
Black Diamond Financial
Maryland
$4.63M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.6M
3
Wells Fargo
3
Wells Fargo
California
$8.03M
4
Ameriprise
4
Ameriprise
Minnesota
$6.95M
5
AI
5
Atria Investments
North Carolina
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
51
Merit Financial Group
Georgia
$707K -$150K -3,296 -17%
CMP
52
Courage Miller Partners
Virginia
$700K -$455 -10 -0.1%
MWM
53
Mittelman Wealth Management
Massachusetts
$683K – – –
CGA
54
Crescent Grove Advisors
Illinois
$652K – – –
TPCW
55
TD Private Client Wealth
New York
$650K +$22.1K +485 +4%
Creative Planning
56
Creative Planning
Kansas
$638K -$8.05K -177 -1%
AWM
57
Avior Wealth Management
Nebraska
$625K -$63.6K -1,399 -9%
CCAL
58
City Center Advisors LLC
Michigan
$622K – – –
PWS
59
Private Wealth Strategies
Ohio
$608K +$637 +14 +0.1%
KFI
60
Key Financial Inc
Pennsylvania
$585K +$291K +6,404 +99%
CW
61
CreativeOne Wealth
Kansas
$556K +$70.7K +1,555 +15%
NA
62
NewEdge Advisors
Louisiana
$488K +$135K +2,965 +38%
Northern Trust
63
Northern Trust
Illinois
$480K -$7.37K -162 -2%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$468K +$74.4K +1,637 +19%
CPSAC
65
Chas P. Smith & Associates (CPS)
Florida
$460K -$26.1K -573 -5%
GCIM
66
Gunn & Company Investment Management
Florida
$460K +$460K +10,109 New
AHC
67
Adell Harriman & Carpenter
Texas
$400K – – –
CIBC World Market
68
CIBC World Market
Ontario, Canada
$361K – – –
MWP
69
Madison Wealth Partners
Wisconsin
$356K +$2.27K +50 +0.6%
BCG
70
Breakwater Capital Group
New Jersey
$350K -$16.6K -365 -5%
KAS
71
Kestra Advisory Services
Texas
$289K +$5.19K +114 +2%
Comerica Bank
72
Comerica Bank
Texas
$286K – – –
DC
73
Davenport & Co
Virginia
$282K – – –
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$274K – – –
PS
75
Principal Securities
Iowa
$259K +$39.5K +869 +18%
1 2
3
4 5