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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

130 hedge funds and large institutions have $315M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+19
Holders Change %
+17.12%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
49
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$58.8M
2
AI
2
Atria Investments
North Carolina
$14.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.4M
4
LPL Financial
4
LPL Financial
California
$13.7M
5
IWP
5
IAG Wealth Partners
Wisconsin
$2.75M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.15M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
CAC
3
Certified Advisory Corp
Florida
$2.73M
4
PFS
4
Prospera Financial Services
Texas
$207K
5
SWM
5
Shelton Wealth Management
Texas
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$88K -$175K -3,975 -67%
TF
102
Tompkins Financial
New York
$85.5K – – –
SAM
103
Smartleaf Asset Management
Massachusetts
$81.5K +$81.5K +1,830 New
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
$62K – – –
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$61.8K -$93.8K -2,131 -60%
US Bancorp
106
US Bancorp
Minnesota
$59.8K – – –
AIC
107
Archer Investment Corporation
Indiana
$48K +$25.6K +582 +114%
BFEC
108
Benjamin F. Edwards & Company
Missouri
$40K -$3.96K -90 -9%
AssetMark Inc
109
AssetMark Inc
California
$33.1K – – –
ADL
110
Asset Dedication LLC
California
$31K – – –
William Blair & Company
111
William Blair & Company
Illinois
$29K – – –
NS
112
NBC Securities
Alabama
$22K -$2.2K -52 -9%
MFA
113
McClarren Financial Advisors
Pennsylvania
$21K +$133 +3 +0.6%
SPIA
114
Steward Partners Investment Advisory
New York
$20.6K – – –
MCM
115
Manchester Capital Management
Vermont
$17.2K – – –
MA
116
MCF Advisors
Kentucky
$15.1K – – –
GWANC
117
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.7K +$44 +1 +0.3%
ACA
118
Aptus Capital Advisors
Alabama
$13.7K +$44 +1 +0.3%
TSWM
119
Tyler-Stone Wealth Management
Ohio
$13.2K – – –
LWA
120
Lowe Wealth Advisors
Maryland
$9.24K – – –
WB
121
Webster Bank
Connecticut
$6.6K +$6.6K +150 New
GG
122
Gleason Group
Kentucky
$5.54K +$44 +1 +0.8%
GWM
123
Geneos Wealth Management
Colorado
$3.78K -$2.38K -54 -39%
CTWM
124
Cherry Tree Wealth Management
Minnesota
$3.34K +$3.34K +76 New
IRC
125
Investors Research Corp
Georgia
$3.17K – – –
2 3 4
5
6