iShares Morningstar Small-Cap Growth ETF
ISCG
109 hedge funds and large institutions have $212M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
24% more capital invested
Capital invested by funds: $171M → $212M (+$41.3M)
5.06% more ownership
Funds ownership: 49.91% → 54.97% (+5.1%)
4% more funds holding
Funds holding: 105 → 109 (+4)
3% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.99M |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
+$3.37M |
| 3 |
Morgan Stanley
New York
|
+$2.19M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$1.61M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.97M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.6M |
| 3 |
SWM
Shelton Wealth Management
Fort Worth,
Texas
|
-$958K |
| 4 |
IF
Integrity Financial
Cheyenne,
Wyoming
|
-$954K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$862K |
ISCG Hedge Fund Activity: Q4 2022 in Review
109 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2022, worth a combined $212M — up 24% from $171M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new ISCG positions and 11 closed out — a net gain of 7 holders — while 31 added to existing stakes and 32 trimmed.
The largest buyer was Bank of America, adding an estimated $5.99M. The largest seller was Susquehanna International Group, cutting an estimated $1.97M.
- 109 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2022, up from 105 in Q3 2022.
- Funds reported $212M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2022, up 24% quarter-over-quarter.
- 18 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2022 and 11 closed out, a net change of +7 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2022 was Bank of America, an estimated $5.99M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2022 was Susquehanna International Group, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2022.