iShares Morningstar Small-Cap Growth ETF
ISCG
113 hedge funds and large institutions have $207M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
17% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 30
4% more funds holding
Funds holding: 109 → 113 (+4)
2% less capital invested
Capital invested by funds: $212M → $207M (-$5.18M)
4.13% less ownership
Funds ownership: 54.97% → 50.84% (-4.1%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$13M |
| 2 |
Jane Street
New York
|
+$1.23M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.08M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$908K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$903K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.81M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.42M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.11M |
| 4 |
AAS
Asset Allocation Strategies
Farmington,
Michigan
|
-$587K |
| 5 |
Morgan Stanley
New York
|
-$362K |
ISCG Hedge Fund Activity: Q1 2023 in Review
113 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q1 2023, worth a combined $207M — down 2.4% from $212M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ISCG positions and 6 closed out — a net gain of 7 holders — while 35 added to existing stakes and 30 trimmed.
The largest buyer was Gallagher Fiduciary Advisors, opening a new position worth an estimated $13M. The largest seller was Wells Fargo, cutting an estimated $1.81M.
- 113 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q1 2023, up from 109 in Q4 2022.
- Funds reported $207M of iShares Morningstar Small-Cap Growth ETF stock for Q1 2023, down 2.4% quarter-over-quarter.
- 13 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q1 2023 and 6 closed out, a net change of +7 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q1 2023 was Gallagher Fiduciary Advisors, an estimated $13M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q1 2023 was Wells Fargo, an estimated $1.81M sold.
Based on aggregated 13F filings for Q1 2023.