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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 %
VWA
76
Visionary Wealth Advisors
Illinois
$259K -$400K -8,792 -61%
AWM
77
Aspire Wealth Management
Massachusetts
$256K -$34.7K -763 -12%
SOS
78
Silver Oak Securities
Tennessee
$242K -$304K -6,690 -56%
MCM
79
MAI Capital Management
Ohio
$239K – – –
OMC
80
Old Mission Capital
Illinois
$237K +$237K +5,216 New
Citigroup
81
Citigroup
New York
$234K +$5.23K +115 +2%
EH
82
Equitable Holdings
New York
$233K -$156K -3,441 -40%
RJT
83
Raymond James Trust
Florida
$233K +$910 +20 +0.4%
FA
84
Flagstar Advisors
New York
$228K -$15.7K -346 -6%
TA
85
TFB Advisors
Kansas
$228K -$26.8K -589 -11%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$217K -$541K -11,893 -71%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$205K +$2.41K +53 +1%
EIP
88
Ellis Investment Partners
Pennsylvania
$203K +$227 +5 +0.1%
TW
89
Towerpoint Wealth
California
$201K -$26.2K -577 -12%
AF
90
Advisornet Financial
Minnesota
$177K -$8.46K -186 -5%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$172K +$172K +3,780 New
CIA
92
Cape Investment Advisory
Georgia
$155K – – –
IA
93
IFP Advisors
Florida
$151K +$45 +1 +0%
RDFA
94
Ritter Daniher Financial Advisory
Ohio
$151K +$1.55K +34 +1%
WOC
95
West Oak Capital
California
$149K – – –
OWA
96
Opal Wealth Advisors
New York
$143K +$143K +3,146 New
TIM
97
Tortoise Investment Management
New York
$133K +$133K +2,922 New
HI
98
Harbour Investments
Wisconsin
$107K -$91 -2 -0.1%
PTC
99
Private Trust Company
Ohio
$88.7K – – –
TF
100
Tompkins Financial
New York
$88.4K – – –
2 3
4
5 6