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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

131 hedge funds and large institutions have $307M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 10 closing their positions.

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
40
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.8M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$19.3M
3
AAS
3
Avantax Advisory Services
Texas
$16M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.71M
5
BDF
5
Black Diamond Financial
Maryland
$4.63M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.6M
3
Wells Fargo
3
Wells Fargo
California
$8.03M
4
Ameriprise
4
Ameriprise
Minnesota
$6.95M
5
AI
5
Atria Investments
North Carolina
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$47.6M -$8.9M -195,655 -16%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$19.3M +$2.74M +60,243 +17%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$19.1M +$104K +2,296 +0.6%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.8M +$18.8M +412,806 +2,293,367%
AAS
5
Avantax Advisory Services
Texas
$16M +$1.59M +34,878 +11%
LPL Financial
6
LPL Financial
California
$14.7M -$451K -9,917 -3%
GFA
7
Gallagher Fiduciary Advisors
Illinois
$14.2M -$840K -18,473 -6%
AI
8
Atria Investments
North Carolina
$14.1M -$868K -19,080 -6%
Morgan Stanley
9
Morgan Stanley
New York
$11.6M -$4.31M -94,689 -27%
Wells Fargo
10
Wells Fargo
California
$8.03M -$2.61M -57,376 -25%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$7.18M +$404K +8,883 +6%
Ameriprise
12
Ameriprise
Minnesota
$6.95M -$1.5M -33,041 -18%
SCM
13
Steele Capital Management
Iowa
$6.56M -$71.3K -1,567 -1%
MTC
14
Matrix Trust Company
Colorado
$6.56M -$62.9K -1,383 -0.9%
OWM
15
Opes Wealth Management
California
$4.71M -$68.6K -1,508 -1%
BDF
16
Black Diamond Financial
Maryland
$4.63M +$769K +16,905 +20%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.17M +$66.8K +1,469 +2%
UBS Group
18
UBS Group
Switzerland
$3.63M +$597K +13,135 +20%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.46M -$182K -3,995 -5%
NAMNJ
20
NorthStar Asset Management (New Jersey)
New Jersey
$3.34M +$139K +3,053 +4%
AWS
21
Atria Wealth Solutions
New York
$3.3M +$297K +6,529 +10%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.3M -$416K -9,152 -11%
IWP
23
IAG Wealth Partners
Wisconsin
$3.16M +$184K +4,049 +6%
MAG
24
Members Advisory Group
New York
$3.09M +$308K +6,762 +11%
CAC
25
Certified Advisory Corp
Florida
$3.05M +$143K +3,155 +5%
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