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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

130 hedge funds and large institutions have $315M invested in iShares Morningstar Small-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+19
Holders Change %
+17.12%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
49
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$58.8M
2
AI
2
Atria Investments
North Carolina
$14.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.4M
4
LPL Financial
4
LPL Financial
California
$13.7M
5
IWP
5
IAG Wealth Partners
Wisconsin
$2.75M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.15M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
CAC
3
Certified Advisory Corp
Florida
$2.73M
4
PFS
4
Prospera Financial Services
Texas
$207K
5
SWM
5
Shelton Wealth Management
Texas
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$58.8M +$47.5M +1,080,163 +420%
Morgan Stanley
2
Morgan Stanley
New York
$31.4M +$13.6M +308,586 +76%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$18.4M +$816K +18,554 +5%
GFA
4
Gallagher Fiduciary Advisors
Illinois
$14.9M +$1.14M +25,895 +8%
AAS
5
Avantax Advisory Services
Texas
$14.5M +$1.09M +24,698 +8%
AI
6
Atria Investments
North Carolina
$14.4M +$14.4M +327,373 New
LPL Financial
7
LPL Financial
California
$13.7M +$4.49M +102,007 +49%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$12.1M +$12.1M +275,571 New
Wells Fargo
9
Wells Fargo
California
$9.87M +$1.69M +38,438 +21%
Ameriprise
10
Ameriprise
Minnesota
$7.57M +$1.28M +28,817 +20%
SCM
11
Steele Capital Management
Iowa
$6.6M +$6.6M +150,035 New
MTC
12
Matrix Trust Company
Colorado
$6.59M +$12.4K +281 +0.2%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$6.27M +$153K +3,488 +3%
OWM
14
Opes Wealth Management
California
$4.73M +$45.2K +1,028 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.01M +$2.09M +47,385 +108%
CFD
16
Creative Financial Designs
Indiana
$4.01M +$331K +7,524 +9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.74M +$254K +5,784 +7%
BDF
18
Black Diamond Financial
Maryland
$3.73M +$105K +2,388 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.63M +$509K +11,574 +16%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.43M +$14K +318 +0.4%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.15M -$1.2M -27,205 -28%
UBS Group
22
UBS Group
Switzerland
$2.95M -$36.5K -829 -1%
NAMNJ
23
NorthStar Asset Management (New Jersey)
New Jersey
$2.88M +$2.88M +65,547 New
AWS
24
Atria Wealth Solutions
New York
$2.79M +$9.9K +225 +0.4%
IWP
25
IAG Wealth Partners
Wisconsin
$2.75M +$2.75M +62,604 New
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