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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

123 hedge funds and large institutions have $335M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
50
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$53.1M
2
Morgan Stanley
Morgan Stanley
New York
$16.6M
3
BDF
Black Diamond Financial
Maryland
$6.99M
4
LPL Financial
LPL Financial
California
$17.4M
5
AAS
Avantax Advisory Services
Texas
$18.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$19M
2
AWS
Atria Wealth Solutions
New York
$0
3
Ameriprise
Ameriprise
Minnesota
$4.34M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
MWM
Mittelman Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$287K +$67K +1,369 +30%
EH
77
Equitable Holdings
New York
$274K +$22.6K +461 +9%
Citigroup
78
Citigroup
New York
$268K +$16.7K +341 +7%
VWA
79
Visionary Wealth Advisors
Illinois
$267K -$11.1K -226 -4%
SOS
80
Silver Oak Securities
Tennessee
$261K +$147 +3 +0.1%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$260K -$34.8K -710 -12%
TA
82
TFB Advisors
Kansas
$245K -$245 -5 -0.1%
AWM
83
Aspire Wealth Management
Massachusetts
$239K -$36.5K -745 -13%
FA
84
Flagstar Advisors
New York
$235K -$10.4K -213 -4%
EIP
85
Ellis Investment Partners
Pennsylvania
$219K +$343 +7 +0.2%
TW
86
Towerpoint Wealth
California
$216K – – –
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$213K +$213K +4,359 New
BRWA
88
B. Riley Wealth Advisors
Florida
$213K +$213K +4,373 New
PFS
89
Prospera Financial Services
Texas
$211K +$211K +4,318 New
Comerica Bank
90
Comerica Bank
Texas
$206K -$101K -2,071 -33%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$204K +$19K +388 +10%
AF
92
Advisornet Financial
Minnesota
$191K +$196 +4 +0.1%
CIA
93
Cape Investment Advisory
Georgia
$166K -$930 -19 -0.6%
RDFA
94
Ritter Daniher Financial Advisory
Ohio
$162K – – –
Jones Financial Companies
95
Jones Financial Companies
Missouri
$148K +$65.6K +1,340 +79%
TIM
96
Tortoise Investment Management
New York
$143K – – –
HI
97
Harbour Investments
Wisconsin
$111K -$3.67K -75 -3%
SPIA
98
Steward Partners Investment Advisory
New York
$104K +$52.7K +1,077 +104%
PTC
99
Private Trust Company
Ohio
$95.5K – – –
TF
100
Tompkins Financial
New York
$95.2K – – –
2 3
4
5 6