ISCG icon

iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

130 hedge funds and large institutions have $315M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+19
Holders Change %
+17.12%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
49
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$58.8M
2
AI
2
Atria Investments
North Carolina
$14.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.4M
4
LPL Financial
4
LPL Financial
California
$13.7M
5
IWP
5
IAG Wealth Partners
Wisconsin
$2.75M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.15M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
CAC
3
Certified Advisory Corp
Florida
$2.73M
4
PFS
4
Prospera Financial Services
Texas
$207K
5
SWM
5
Shelton Wealth Management
Texas
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$279K +$279K +6,346 New
Comerica Bank
77
Comerica Bank
Texas
$277K -$1.67K -38 -0.6%
DC
78
Davenport & Co
Virginia
$273K – – –
AWM
79
AE Wealth Management
Kansas
$271K -$9.67K -225 -3%
FA
80
Flagstar Advisors
New York
$269K +$5.41K +123 +2%
KAS
81
Kestra Advisory Services
Texas
$258K +$258K +5,870 New
Pathstone Holdings
82
Pathstone Holdings
New Jersey
$251K +$251K +5,710 New
Citigroup
83
Citigroup
New York
$235K -$9.86K -224 -4%
KFI
84
Key Financial Inc
Pennsylvania
$229K – – –
RJT
85
Raymond James Trust
Florida
$226K +$226K +5,126 New
TW
86
Towerpoint Wealth
California
$220K +$220K +4,993 New
LA
87
LexAurum Advisors
Kansas
$214K -$356K -8,089 -62%
MCM
88
MAI Capital Management
Ohio
$211K +$211K +4,800 New
AWA
89
Arkadios Wealth Advisors
Georgia
$209K -$24.9K -567 -11%
PFS
90
Prospera Financial Services
Texas
$207K -$522K -11,859 -72%
AF
91
Advisornet Financial
Minnesota
$188K -$7.7K -175 -4%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$177K +$81.9K +1,861 +86%
CIA
93
Cape Investment Advisory
Georgia
$150K +$88 +2 +0.1%
IA
94
IFP Advisors
Florida
$146K +$88 +2 +0.1%
WOC
95
West Oak Capital
California
$140K – – –
RDFA
96
Ritter Daniher Financial Advisory
Ohio
$140K +$140K +3,180 New
PTC
97
Private Trust Company
Ohio
$136K – – –
PS
98
Principal Securities
Iowa
$126K +$126K +2,866 New
HI
99
Harbour Investments
Wisconsin
$107K +$308 +7 +0.3%
ASN
100
Advisory Services Network
Georgia
$105K +$105K +2,377 New
2 3
4
5 6