iShares Morningstar Small-Cap Growth ETF
ISCG
105 hedge funds and large institutions have $171M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 15 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 30
0.76% less ownership
Funds ownership: 50.66% → 49.91% (-0.76%)
1% less funds holding
Funds holding: 106 → 105 (-1)
2% less capital invested
Capital invested by funds: $174M → $171M (-$3.39M)
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$13.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.4M |
| 3 |
Jane Street
New York
|
+$858K |
| 4 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$836K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$805K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$9.51M |
| 2 |
SHFP
Second Half Financial Partners
Sebring,
Florida
|
-$1.95M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.7M |
| 4 |
F
F3Logic
Burnsville,
Minnesota
|
-$1.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1M |
ISCG Hedge Fund Activity: Q3 2022 in Review
105 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q3 2022, worth a combined $171M — down 1.9% from $174M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of ISCG and 14 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 30 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $13.5M. The largest seller was Bank of America, cutting an estimated $9.51M.
- 105 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q3 2022, down from 106 in Q2 2022.
- Funds reported $171M of iShares Morningstar Small-Cap Growth ETF stock for Q3 2022, down 1.9% quarter-over-quarter.
- 14 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q3 2022 and 15 closed out, a net change of -1 holder.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q3 2022 was Northwestern Mutual Wealth Management, an estimated $13.5M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q3 2022 was Bank of America, an estimated $9.51M sold.
Based on aggregated 13F filings for Q3 2022.