iShares Morningstar Small-Cap Growth ETF
ISCG
ISCG
131 hedge funds and large institutions have $316M 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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
16.68% more ownership
Funds ownership: 44.64% → 61.31% (+17%)
Holders
131
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$47.5M | |
| 2 | +$14.4M | |
| 3 | +$13.6M | |
| 4 |
LPL Financial
San Diego,
California
|
+$4.49M |
| 5 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$2.75M |
Top Sellers
| 1 | -$1.2M | |
| 2 | -$550K | |
| 3 | -$546K | |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$522K |
| 5 |
SWM
Shelton Wealth Management
Fort Worth,
Texas
|
-$518K |