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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

136 hedge funds and large institutions have $349M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+13
Holders Change %
+10.57%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
48
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$19.2M
2
Osaic Holdings
Osaic Holdings
Arizona
$4.78M
3
Bank of America
Bank of America
North Carolina
$20.4M
4
CFD
Creative Financial Designs
Indiana
$1.33M
5
Ameriprise
Ameriprise
Minnesota
$5.36M

Top Sellers

1
MAG
Members Advisory Group
New York
$0
2
AI
Atria Investments
North Carolina
$13.8M
3
GFA
Gallagher Fiduciary Advisors
Illinois
$13.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$573K
5
VA
Valmark Advisers
Ohio
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$329K -$305K -6,174 -48%
MF
77
Montis Financial
Massachusetts
$317K +$317K +6,405 New
SC
78
Savant Capital
Illinois
$308K -$307K -6,216 -50%
DC
79
Davenport & Co
Virginia
$307K – – –
EH
80
Equitable Holdings
New York
$306K +$29.1K +588 +11%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$279K +$16.6K +335 +6%
Citigroup
82
Citigroup
New York
$273K +$2.52K +51 +0.9%
VWA
83
Visionary Wealth Advisors
Illinois
$268K -$2.13K -43 -0.8%
SOS
84
Silver Oak Securities
Tennessee
$265K +$1.68K +34 +0.6%
JSA
85
Jim Saulnier & Associates
Colorado
$253K +$253K +5,112 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$242K -$47.8K -966 -16%
TA
87
TFB Advisors
Kansas
$241K -$7.22K -146 -3%
BEI
88
Benjamin Edwards Inc
Missouri
$238K +$238K +4,808 New
PAS
89
Park Avenue Securities
New York
$235K +$235K +4,752 New
FA
90
Flagstar Advisors
New York
$232K -$5.49K -111 -2%
BRWA
91
B. Riley Wealth Advisors
Florida
$226K +$10.1K +205 +5%
EIP
92
Ellis Investment Partners
Pennsylvania
$222K +$841 +17 +0.4%
TW
93
Towerpoint Wealth
California
$218K – – –
PFS
94
Prospera Financial Services
Texas
$214K – – –
ASN
95
Advisory Services Network
Georgia
$210K +$210K +4,251 New
Comerica Bank
96
Comerica Bank
Texas
$208K – – –
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$206K – – –
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$203K -$12.2K -247 -6%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$201K +$51.4K +1,040 +34%
AF
100
Advisornet Financial
Minnesota
$193K +$593 +12 +0.3%
2 3
4
5 6