iShares Morningstar Small-Cap Growth ETF
ISCG
132 hedge funds and large institutions have $300M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 8 closing their positions.
263% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 8
78% more capital invested
Capital invested by funds: $169M → $300M (+$131M)
71% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 28
18% more funds holding
Funds holding: 112 → 132 (+20)
13.67% more ownership
Funds ownership: 44.64% → 58.31% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$42.4M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$12.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.01M |
| 4 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$2.46M |
| 5 |
MAG
Members Advisory Group
Williamsville,
New York
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.07M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$550K |
| 4 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
-$488K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$466K |
ISCG Hedge Fund Activity: Q4 2023 in Review
132 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2023, worth a combined $300M — up 78% from $169M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ISCG positions and 8 closed out — a net gain of 21 holders — while 48 added to existing stakes and 28 trimmed.
The largest buyer was Bank of America, adding an estimated $42.4M. The largest seller was Morgan Stanley, cutting an estimated $1.9M.
- 132 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2023, up from 112 in Q3 2023.
- Funds reported $300M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2023, up 78% quarter-over-quarter.
- 29 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2023 and 8 closed out, a net change of +21 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2023 was Bank of America, an estimated $42.4M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2023 was Morgan Stanley, an estimated $1.9M sold.
Based on aggregated 13F filings for Q4 2023.