iShares Morningstar Small-Cap Growth ETF
ISCG
ISCG
124 hedge funds and large institutions have $335M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
6% less funds holding
Funds holding: 132 → 124 (-8)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Holders
124
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$32.9M | |
| 2 | +$4.06M | |
| 3 | +$2M | |
| 4 |
LPL Financial
San Diego,
California
|
+$1.52M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.3M |
Top Sellers
| 1 | -$32.3M | |
| 2 | -$3.3M | |
| 3 | -$3.15M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.71M |
| 5 |
MWM
Mittelman Wealth Management
Andover,
Massachusetts
|
-$683K |