iShares Morningstar Small-Cap Growth ETF
ISCG
106 hedge funds and large institutions have $174M invested in iShares Morningstar Small-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 19 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 28
9% more capital invested
Capital invested by funds: $160M → $174M (+$14M)
8.12% more ownership
Funds ownership: 42.54% → 50.66% (+8.1%)
9% less funds holding
Funds holding: 117 → 106 (-11)
53% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$45.5M |
| 2 |
F
F3Logic
Burnsville,
Minnesota
|
+$11.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.48M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.11M |
| 5 |
Goldman Sachs
New York
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.02M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.28M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.78M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.34M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.17M |
ISCG Hedge Fund Activity: Q2 2022 in Review
106 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q2 2022, worth a combined $174M — up 8.7% from $160M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of ISCG and 9 opened new positions — a net loss of 10 holders — while 28 trimmed existing stakes and 36 added.
The largest buyer was Bank of America, adding an estimated $45.5M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.02M.
- 106 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q2 2022, down from 117 in Q1 2022.
- Funds reported $174M of iShares Morningstar Small-Cap Growth ETF stock for Q2 2022, up 8.7% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q2 2022 and 19 closed out, a net change of -10 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q2 2022 was Bank of America, an estimated $45.5M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q2 2022 was Carson Wealth (CWM LLC), an estimated $4.02M sold.
Based on aggregated 13F filings for Q2 2022.