iShares Morningstar Small-Cap Growth ETF
ISCG
118 hedge funds and large institutions have $192M invested in iShares Morningstar Small-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 11 closing their positions.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
11% more funds holding
Funds holding: 106 → 118 (+12)
0.42% more ownership
Funds ownership: 42.61% → 43.03% (+0.42%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $193M → $192M (-$990K)
19% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$2.06M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.02M |
| 3 |
Morgan Stanley
New York
|
+$1.63M |
| 4 |
MPW
Monterey Private Wealth
Monterey,
California
|
+$1.04M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.98M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.43M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.14M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.92M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$1.92M |
ISCG Hedge Fund Activity: Q4 2021 in Review
118 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2021, worth a combined $192M — down 0.51% from $193M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ISCG positions and 11 closed out — a net gain of 13 holders — while 29 added to existing stakes and 36 trimmed.
The largest buyer was Armbruster Capital Management, opening a new position worth an estimated $2.06M. The largest seller was LPL Financial, cutting an estimated $3.98M.
- 118 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2021, up from 106 in Q3 2021.
- Funds reported $192M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2021, down 0.51% quarter-over-quarter.
- 24 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2021 and 11 closed out, a net change of +13 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2021 was Armbruster Capital Management, an estimated $2.06M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2021 was LPL Financial, an estimated $3.98M sold.
Based on aggregated 13F filings for Q4 2021.