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iShares Morningstar Small-Cap Growth ETF
ISCG

132 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 29 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

87% more capital invested

Capital invested by funds: $169M → $316M (+$147M)

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

18% more funds holding

Funds holding: 112 → 132 (+20)

16.72% more ownership

Funds ownership: 44.64% → 61.36% (+17%)

Holders
132
Holders Change
+20
Holders Change %
+17.86%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
49
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$42.4M
2
AI
Atria Investments
North Carolina
+$12.9M
3
Morgan Stanley
Morgan Stanley
New York
+$12.1M
4
LPL Financial
LPL Financial
California
+$4.01M
5
IWP
IAG Wealth Partners
Wisconsin
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$1.07M
2
FTUS
Flow Traders U.S.
New York
-$550K
3
CAC
Certified Advisory Corp
Florida
-$488K
4
PFS
Prospera Financial Services
Texas
-$466K
5
SWM
Shelton Wealth Management
Texas
-$462K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
126
Cherry Tree Wealth Management
Minnesota
$3.34K +$2.99K +76 New
IRC
127
Investors Research Corp
Georgia
$3.17K – – –
FFA
128
Farther Finance Advisors
California
$2.38K +$2.12K +54 New
TFGT
129
TS Financial Group (TSFG)
Illinois
$1K -$3.85K -98 -77%
WIA
130
Wetzel Investment Advisors
Indiana
$1K +$1.18K +30 New
MFG
131
Mendota Financial Group
Wisconsin
$484 – – –
HNB
132
Huntington National Bank
Ohio
$44 – – –
FTUS
133
Flow Traders U.S.
New York
– -$550K -14,187 Closed
WP
134
WealthShield Partners
North Carolina
– -$97.2K -2,500 Closed
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
– -$87.2K -2,250 Closed
CWP
136
Concord Wealth Partners
Virginia
– -$58.4K -1,508 Closed
IF
137
Integrity Financial
Wyoming
– -$48.7K -1,257 Closed
BFPW
138
BOK Financial Private Wealth
Colorado
– -$16.1K -414 Closed
BAAM
139
Baker Avenue Asset Management
California
– -$7.29K -188 Closed
FIA
140
FNY Investment Advisers
New York
– -$3K -100 Closed
2 3 4 5
6

ISCG Hedge Fund Activity: Q4 2023 in Review

132 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2023, worth a combined $316M — up 87% from $169M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ISCG positions and 8 closed out — a net gain of 21 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $42.4M. The largest seller was Osaic Holdings, cutting an estimated $1.07M.

  • 132 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2023, up from 112 in Q3 2023.
  • Funds reported $316M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2023, up 87% quarter-over-quarter.
  • 29 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2023 and 8 closed out, a net change of +21 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2023 was Bank of America, an estimated $42.4M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2023 was Osaic Holdings, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2023.