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iShares Morningstar Small-Cap Growth ETF
ISCG

125 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 7 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 40

9% more capital invested

Capital invested by funds: $309M → $335M (+$26.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.88% less ownership

Funds ownership: 55.88% → 55.01% (-0.88%)

7% less funds holding

Funds holding: 134 → 125 (-9)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
125
Holders Change
-9
Holders Change %
-6.72%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
51
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$31.6M
2
Morgan Stanley
Morgan Stanley
New York
+$3.9M
3
BDF
Black Diamond Financial
Maryland
+$1.92M
4
LPL Financial
LPL Financial
California
+$1.46M
5
AAS
Avantax Advisory Services
Texas
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$31M
2
AWS
Atria Wealth Solutions
New York
-$3.3M
3
Ameriprise
Ameriprise
Minnesota
-$3.03M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.71M
5
MWM
Mittelman Wealth Management
Massachusetts
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$288K -$636K -13,523 -70%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$287K +$64.4K +1,369 +30%
EH
78
Equitable Holdings
New York
$274K +$21.7K +461 +9%
Citigroup
79
Citigroup
New York
$268K +$16K +341 +7%
VWA
80
Visionary Wealth Advisors
Illinois
$267K -$10.6K -226 -4%
SOS
81
Silver Oak Securities
Tennessee
$261K +$141 +3 +0.1%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$260K -$33.4K -710 -12%
TA
83
TFB Advisors
Kansas
$245K -$235 -5 -0.1%
AWM
84
Aspire Wealth Management
Massachusetts
$239K -$35K -745 -13%
FA
85
Flagstar Advisors
New York
$235K -$10K -213 -4%
EIP
86
Ellis Investment Partners
Pennsylvania
$219K +$329 +7 +0.2%
IFG
87
Independent Financial Group
California
$218K -$99.7K -2,120 -32%
TW
88
Towerpoint Wealth
California
$216K – – –
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$213K +$205K +4,359 New
BRWA
90
B. Riley Wealth Advisors
Florida
$213K +$206K +4,373 New
PFS
91
Prospera Financial Services
Texas
$211K +$203K +4,318 New
Comerica Bank
92
Comerica Bank
Texas
$206K -$97.4K -2,071 -33%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$204K +$18.3K +388 +10%
AF
94
Advisornet Financial
Minnesota
$191K +$188 +4 +0.1%
CIA
95
Cape Investment Advisory
Georgia
$166K -$894 -19 -0.6%
RDFA
96
Ritter Daniher Financial Advisory
Ohio
$162K – – –
Jones Financial Companies
97
Jones Financial Companies
Missouri
$148K +$63K +1,340 +79%
TIM
98
Tortoise Investment Management
New York
$143K – – –
HI
99
Harbour Investments
Wisconsin
$111K -$3.53K -75 -3%
SPIA
100
Steward Partners Investment Advisory
New York
$104K +$50.7K +1,077 +104%
2 3
4
5 6

ISCG Hedge Fund Activity: Q3 2024 in Review

125 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q3 2024, worth a combined $335M — up 8.6% from $309M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ISCG and 7 opened new positions — a net loss of 7 holders — while 40 trimmed existing stakes and 51 added.

The largest buyer was JP Morgan Chase, adding an estimated $31.6M. The largest seller was Bank of America, cutting an estimated $31M.

  • 125 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q3 2024, down from 134 in Q2 2024.
  • Funds reported $335M of iShares Morningstar Small-Cap Growth ETF stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 7 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q3 2024 and 14 closed out, a net change of -7 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $31.6M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q3 2024 was Bank of America, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2024.