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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

135 hedge funds and large institutions have $310M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 9 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
50
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$16.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.46M
3
LPL Financial
3
LPL Financial
California
$15.5M
4
Ameriprise
4
Ameriprise
Minnesota
$8.66M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.3M
2
Bank of America
2
Bank of America
North Carolina
$57.9M
3
CFD
3
Creative Financial Designs
Indiana
$1.01M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.97M
5
MHS
5
M Holdings Securities
Oregon
$683K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$4.01K – – –
CTWM
127
Cherry Tree Wealth Management
Minnesota
$3.54K – – –
IRC
128
Investors Research Corp
Georgia
$3.35K – – –
GWANC
129
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.67K -$12K -255 -82%
ACA
130
Aptus Capital Advisors
Alabama
$2.65K -$11.9K -255 -82%
CPBTD
131
Central Pacific Bank - Trust Division
Hawaii
$2.21K +$2.21K +48 New
WIA
132
Wetzel Investment Advisors
Indiana
$1.28K – – –
TFGT
133
TS Financial Group (TSFG)
Illinois
$1K – – –
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$838 -$92.3K -1,982 -99%
HNB
135
Huntington National Bank
Ohio
$47 – – –
TWP
136
Tempus Wealth Planning
California
– -$1.45M -32,940 Closed
CWA
137
Clarus Wealth Advisors
Arizona
– -$1.3M -30,816 Closed
SGI
138
Summit Global Investments
Utah
– -$563K -12,787 Closed
GCIM
139
Gunn & Company Investment Management
Florida
– -$478K -10,854 Closed
AWM
140
AE Wealth Management
Kansas
– -$271K -6,311 Closed
AWA
141
Arkadios Wealth Advisors
Georgia
– -$209K -4,746 Closed
ASN
142
Advisory Services Network
Georgia
– -$105K -2,377 Closed
MFA
143
McClarren Financial Advisors
Pennsylvania
– -$21K -475 Closed
MFG
144
Mendota Financial Group
Wisconsin
– -$484 -11 Closed
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