iShares Morningstar Small-Cap Growth ETF
ISCG
117 hedge funds and large institutions have $160M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 12 closing their positions.
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
0.49% less ownership
Funds ownership: 43.03% → 42.54% (-0.49%)
1% less funds holding
Funds holding: 118 → 117 (-1)
3% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 33
17% less capital invested
Capital invested by funds: $192M → $160M (-$32.3M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.99M |
| 2 |
OWM
Opes Wealth Management
Menlo Park,
California
|
+$2.85M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.51M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.35M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Searcy Financial Services
Overland Park,
Kansas
|
-$18.7M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.37M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.63M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.35M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.01M |
ISCG Hedge Fund Activity: Q1 2022 in Review
117 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q1 2022, worth a combined $160M — down 17% from $192M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new ISCG positions and 12 closed out — a net gain of 3 holders — while 32 added to existing stakes and 33 trimmed.
The largest buyer was Bank of America, adding an estimated $3.99M. The largest seller was Searcy Financial Services, exiting entirely with an estimated $18.7M sold.
- 117 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q1 2022, down from 118 in Q4 2021.
- Funds reported $160M of iShares Morningstar Small-Cap Growth ETF stock for Q1 2022, down 17% quarter-over-quarter.
- 15 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q1 2022 and 12 closed out, a net change of +3 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q1 2022 was Bank of America, an estimated $3.99M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q1 2022 was Searcy Financial Services, an estimated $18.7M sold.
Based on aggregated 13F filings for Q1 2022.