iShares Morningstar Small-Cap Growth ETF
ISCG
115 hedge funds and large institutions have $179M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 10 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 29
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
2% more funds holding
Funds holding: 113 → 115 (+2)
4.83% less ownership
Funds ownership: 50.84% → 46.01% (-4.8%)
13% less capital invested
Capital invested by funds: $207M → $179M (-$27.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$2.38M |
| 2 |
RWA
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
+$2.24M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.52M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.43M |
| 5 |
TWP
Tempus Wealth Planning
Irvine,
California
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$46.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.6M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$1.01M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$527K |
ISCG Hedge Fund Activity: Q2 2023 in Review
115 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q2 2023, worth a combined $179M — down 13% from $207M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ISCG positions and 10 closed out — a net gain of 2 holders — while 41 added to existing stakes and 29 trimmed.
The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $2.38M. The largest seller was Bank of America, cutting an estimated $46.9M.
- 115 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q2 2023, up from 113 in Q1 2023.
- Funds reported $179M of iShares Morningstar Small-Cap Growth ETF stock for Q2 2023, down 13% quarter-over-quarter.
- 12 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q2 2023 and 10 closed out, a net change of +2 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q2 2023 was Atria Wealth Solutions, an estimated $2.38M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q2 2023 was Bank of America, an estimated $46.9M sold.
Based on aggregated 13F filings for Q2 2023.