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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 %
CIA
101
Cape Investment Advisory
Georgia
$168K +$49 +1 +0%
RDFA
102
Ritter Daniher Financial Advisory
Ohio
$164K – – –
WA
103
Whipplewood Advisors
Colorado
$163K +$163K +3,300 New
HI
104
Harbour Investments
Wisconsin
$158K +$45.3K +915 +40%
TIM
105
Tortoise Investment Management
New York
$145K – – –
SPIA
106
Steward Partners Investment Advisory
New York
$111K +$6.68K +135 +6%
PTC
107
Private Trust Company
Ohio
$96.4K – – –
TF
108
Tompkins Financial
New York
$96.2K – – –
SAM
109
Smartleaf Asset Management
Massachusetts
$95.3K +$2.53K +51 +3%
AIC
110
Archer Investment Corporation
Indiana
$75K – – –
SIM
111
Synergy Investment Management
Florida
$70K +$70K +1,416 New
LWANC
112
Laurel Wealth Advisors (North Carolina)
North Carolina
$69.7K – – –
William Blair & Company
113
William Blair & Company
Illinois
$52.5K – – –
PWA
114
Physician Wealth Advisors
Utah
$48.7K +$48.7K +985 New
MEG
115
Millstone Evans Group
Colorado
$37.1K +$37.1K +750 New
IA
116
IFP Advisors
Florida
$28.2K +$99 +2 +0.4%
MCM
117
MAI Capital Management
Ohio
$22.3K +$22.3K +450 New
AssetMark Inc
118
AssetMark Inc
California
$21.4K +$5.89K +119 +38%
MCM
119
Manchester Capital Management
Vermont
$19.3K – – –
GWM
120
Geneos Wealth Management
Colorado
$19.1K +$9.84K +199 +106%
MA
121
MCF Advisors
Kentucky
$17K – – –
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$12.9K -$1.14K -23 -8%
NSIM
123
North Star Investment Management
Illinois
$11.5K +$49 +1 +0.4%
LWA
124
Lowe Wealth Advisors
Maryland
$10.4K – – –
MWM
125
MGB Wealth Management
Texas
$9.89K – – –
2 3 4
5
6