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iShares Morningstar Small-Cap Growth ETF
ISCG

138 hedge funds and large institutions have $350M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 36 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

39% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 36

10% more funds holding

Funds holding: 125 → 138 (+13)

4% more capital invested

Capital invested by funds: $335M → $350M (+$14.1M)

0.2% more ownership

Funds ownership: 55.01% → 55.21% (+0.2%)

Holders
138
Holders Change
+13
Holders Change %
+10.4%
% of All Funds
1.82%
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
50
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.74M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.74M
3
Bank of America
Bank of America
North Carolina
+$1.27M
4
CFD
Creative Financial Designs
Indiana
+$1.07M
5
Ameriprise
Ameriprise
Minnesota
+$1M

Top Sellers

Rank Fund Capital Flow
1
MAG
Members Advisory Group
New York
-$3.01M
2
AI
Atria Investments
North Carolina
-$1.95M
3
GFA
Gallagher Fiduciary Advisors
Illinois
-$1.91M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$824K
5
VA
Valmark Advisers
Ohio
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
126
Lowe Wealth Advisors
Maryland
$10.4K – – –
MWM
127
MGB Wealth Management
Texas
$9.89K – – –
WA
128
WPG Advisers
Maryland
$7.3K +$7.53K +148 New
GG
129
Gleason Group
Kentucky
$6.28K – – –
IF
130
Integrity Financial
Wyoming
$5.93K +$6.11K +120 New
CTWM
131
Cherry Tree Wealth Management
Minnesota
$3.76K – – –
IRC
132
Investors Research Corp
Georgia
$3.56K – – –
AG
133
AmeriFlex Group
Nevada
$2.57K +$2.54K +50 New
CPBTD
134
Central Pacific Bank - Trust Division
Hawaii
$2.37K – – –
CWM
135
Copia Wealth Management
Oregon
$1.24K +$1.27K +25 New
TFGT
136
TS Financial Group (TSFG)
Illinois
$1K – – –
FFA
137
Farther Finance Advisors
California
$355 – – –
HNB
138
Huntington National Bank
Ohio
$49 – – –
MAG
139
Members Advisory Group
New York
– -$3.01M -61,439 Closed
NS
140
NBC Securities
Alabama
– -$19K -403 Closed
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
– -$8.81K -180 Closed
CWP
142
Concord Wealth Partners
Virginia
– -$5.48K -112 Closed
2 3 4 5
6

ISCG Hedge Fund Activity: Q4 2024 in Review

138 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2024, worth a combined $350M — up 4.2% from $335M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ISCG positions and 4 closed out — a net gain of 17 holders — while 50 added to existing stakes and 36 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.74M. The largest seller was Members Advisory Group, exiting entirely with an estimated $3.01M sold.

  • 138 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2024, up from 125 in Q3 2024.
  • Funds reported $350M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 21 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2024 and 4 closed out, a net change of +17 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2024 was LPL Financial, an estimated $1.74M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2024 was Members Advisory Group, an estimated $3.01M sold.

Based on aggregated 13F filings for Q4 2024.