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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

136 hedge funds and large institutions have $349M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+13
Holders Change %
+10.57%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
48
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$19.2M
2
Osaic Holdings
Osaic Holdings
Arizona
$4.78M
3
Bank of America
Bank of America
North Carolina
$20.4M
4
CFD
Creative Financial Designs
Indiana
$1.33M
5
Ameriprise
Ameriprise
Minnesota
$5.36M

Top Sellers

1
MAG
Members Advisory Group
New York
$0
2
AI
Atria Investments
North Carolina
$13.8M
3
GFA
Gallagher Fiduciary Advisors
Illinois
$13.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$573K
5
VA
Valmark Advisers
Ohio
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
WPG Advisers
Maryland
$7.3K +$7.3K +148 New
GG
127
Gleason Group
Kentucky
$6.28K – – –
IF
128
Integrity Financial
Wyoming
$5.94K +$5.94K +120 New
CTWM
129
Cherry Tree Wealth Management
Minnesota
$3.76K – – –
IRC
130
Investors Research Corp
Georgia
$3.56K – – –
AG
131
AmeriFlex Group
Nevada
$2.57K +$2.57K +50 New
CPBTD
132
Central Pacific Bank - Trust Division
Hawaii
$2.37K – – –
CWM
133
Copia Wealth Management
Oregon
$1.24K +$1.24K +25 New
TFGT
134
TS Financial Group (TSFG)
Illinois
$1K – – –
FFA
135
Farther Finance Advisors
California
$355 – – –
HNB
136
Huntington National Bank
Ohio
$49 – – –
MAG
137
Members Advisory Group
New York
– -$3.01M -61,439 Closed
NS
138
NBC Securities
Alabama
– -$19K -403 Closed
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
– -$8.81K -180 Closed
CWP
140
Concord Wealth Partners
Virginia
– -$5.48K -112 Closed
2 3 4 5
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