ISCG icon

iShares Morningstar Small-Cap Growth ETF

123 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 8 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
50
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
101
Smartleaf Asset Management
Massachusetts
$91.8K +$18.7K +382 +26%
AIC
102
Archer Investment Corporation
Indiana
$74.2K
LWANC
103
Laurel Wealth Advisors (North Carolina)
North Carolina
$69K
William Blair & Company
104
William Blair & Company
Illinois
$52K
IA
105
IFP Advisors
Florida
$27.8K -$135K -2,759 -83%
MCM
106
Manchester Capital Management
Vermont
$19.1K
NS
107
NBC Securities
Alabama
$19K -$3.91K -83 -17%
MA
108
MCF Advisors
Kentucky
$16.8K
AssetMark Inc
109
AssetMark Inc
California
$15.4K -$21.5K -440 -58%
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$13.9K -$3.33K -68 -19%
NSIM
111
North Star Investment Management
Illinois
$11.4K +$49 +1 +0.4%
LWA
112
Lowe Wealth Advisors
Maryland
$10.3K
MWM
113
MGB Wealth Management
Texas
$9.79K
GWM
114
Geneos Wealth Management
Colorado
$9.2K +$4.99K +102 +119%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$8.81K
GG
116
Gleason Group
Kentucky
$6.19K +$49 +1 +0.8%
CWP
117
Concord Wealth Partners
Virginia
$5.48K +$5.48K +112 New
CTWM
118
Cherry Tree Wealth Management
Minnesota
$3.72K
IRC
119
Investors Research Corp
Georgia
$3.53K
CPBTD
120
Central Pacific Bank - Trust Division
Hawaii
$2.35K
TFGT
121
TS Financial Group (TSFG)
Illinois
$1K
FFA
122
Farther Finance Advisors
California
$350 -$20.6K -412 -98%
HNB
123
Huntington National Bank
Ohio
$49
AWS
124
Atria Wealth Solutions
New York
-$3.3M -72,524 Closed
Citadel Advisors
125
Citadel Advisors
Florida
-$1.71M -37,583 Closed