iShares Morningstar Small-Cap Growth ETF
ISCG
138 hedge funds and large institutions have $350M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 36
10% more funds holding
Funds holding: 125 → 138 (+13)
4% more capital invested
Capital invested by funds: $335M → $350M (+$14.1M)
0.2% more ownership
Funds ownership: 55.01% → 55.21% (+0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.74M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.74M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.27M |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$1.07M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAG
Members Advisory Group
Williamsville,
New York
|
-$3.01M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.95M |
| 3 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$1.91M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$824K |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$424K |
ISCG Hedge Fund Activity: Q4 2024 in Review
138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2024, worth a combined $350M — up 4.2% from $335M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ISCG positions and 4 closed out — a net gain of 17 holders — while 50 added to existing stakes and 36 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.74M. The largest seller was Members Advisory Group, exiting entirely with an estimated $3.01M sold.
- 138 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2024, up from 125 in Q3 2024.
- Funds reported $350M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
- 21 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2024 and 4 closed out, a net change of +17 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2024 was LPL Financial, an estimated $1.74M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2024 was Members Advisory Group, an estimated $3.01M sold.
Based on aggregated 13F filings for Q4 2024.