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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

135 hedge funds and large institutions have $310M 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.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
39
Reduced
50
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$16.9M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.46M
3
LPL Financial
3
LPL Financial
California
$15.5M
4
Ameriprise
4
Ameriprise
Minnesota
$8.66M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.06M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.3M
2
Bank of America
2
Bank of America
North Carolina
$57.9M
3
CFD
3
Creative Financial Designs
Indiana
$1.01M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.97M
5
MHS
5
M Holdings Securities
Oregon
$683K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$57.9M -$4.39M -94,275 -7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$19.4M -$5.31K -114 -0%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$16.9M +$4.11M +88,361 +32%
Morgan Stanley
4
Morgan Stanley
New York
$16.3M -$16.9M -363,468 -51%
LPL Financial
5
LPL Financial
California
$15.5M +$1.05M +22,518 +7%
GFA
6
Gallagher Fiduciary Advisors
Illinois
$15.4M -$271K -5,822 -2%
AI
7
Atria Investments
North Carolina
$15.4M +$120K +2,579 +0.8%
AAS
8
Avantax Advisory Services
Texas
$14.8M -$561K -12,042 -4%
Wells Fargo
9
Wells Fargo
California
$10.9M +$455K +9,766 +4%
Ameriprise
10
Ameriprise
Minnesota
$8.66M +$692K +14,856 +9%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$6.94M +$304K +6,521 +5%
SCM
12
Steele Capital Management
Iowa
$6.79M -$193K -4,153 -3%
MTC
13
Matrix Trust Company
Colorado
$6.79M -$189K -4,056 -3%
OWM
14
Opes Wealth Management
California
$4.9M -$109K -2,339 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.2M +$570K +12,242 +16%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.8M -$156K -3,341 -4%
BDF
17
Black Diamond Financial
Maryland
$3.73M – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.73M -$110K -2,358 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.53M +$199K +4,276 +6%
NAMNJ
20
NorthStar Asset Management (New Jersey)
New Jersey
$3.28M +$225K +4,823 +7%
UBS Group
21
UBS Group
Switzerland
$3.1M -$23.6K -506 -0.8%
AWS
22
Atria Wealth Solutions
New York
$3.07M +$121K +2,608 +4%
IWP
23
IAG Wealth Partners
Wisconsin
$3.05M +$136K +2,928 +5%
CAC
24
Certified Advisory Corp
Florida
$2.97M +$86.2K +1,851 +3%
MAG
25
Members Advisory Group
New York
$2.85M +$85.3K +1,832 +3%
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