iShares Morningstar Small-Cap Growth ETF
ISCG
137 hedge funds and large institutions have $311M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
4% more funds holding
Funds holding: 132 → 137 (+5)
4% more capital invested
Capital invested by funds: $300M → $311M (+$10.7M)
2.63% less ownership
Funds ownership: 58.31% → 55.68% (-2.6%)
22% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$3.91M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.39M |
| 3 |
LPL Financial
San Diego,
California
|
+$996K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$657K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$643K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.17M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$3.07M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.16M |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$1.56M |
| 5 |
TWP
Tempus Wealth Planning
Irvine,
California
|
-$1.45M |
ISCG Hedge Fund Activity: Q1 2024 in Review
137 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q1 2024, worth a combined $311M — up 3.6% from $300M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ISCG positions and 9 closed out — a net gain of 5 holders — while 39 added to existing stakes and 50 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $3.91M. The largest seller was Bank of America, cutting an estimated $4.17M.
- 137 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q1 2024, up from 132 in Q4 2023.
- Funds reported $311M of iShares Morningstar Small-Cap Growth ETF stock for Q1 2024, up 3.6% quarter-over-quarter.
- 14 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +5 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q1 2024 was Focus Partners Wealth, an estimated $3.91M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q1 2024 was Bank of America, an estimated $4.17M sold.
Based on aggregated 13F filings for Q1 2024.