iShares Morningstar Small-Cap Growth ETF
ISCG
134 hedge funds and large institutions have $309M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 10 closing their positions.
0.2% more ownership
Funds ownership: 55.68% → 55.88% (+0.2%)
1% less capital invested
Capital invested by funds: $311M → $309M (-$1.97M)
5% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 44
2% less funds holding
Funds holding: 137 → 134 (-3)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$18.6M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$2.71M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.57M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.18M |
| 5 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$761K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.8M |
| 2 |
Morgan Stanley
New York
|
-$4.26M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.58M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.49M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$858K |
ISCG Hedge Fund Activity: Q2 2024 in Review
134 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q2 2024, worth a combined $309M — down 0.63% from $311M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of ISCG and 9 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 42 added.
The largest buyer was JP Morgan Chase, adding an estimated $18.6M. The largest seller was Bank of America, cutting an estimated $8.8M.
- 134 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q2 2024, down from 137 in Q1 2024.
- Funds reported $309M of iShares Morningstar Small-Cap Growth ETF stock for Q2 2024, down 0.63% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q2 2024 and 10 closed out, a net change of -1 holder.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $18.6M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q2 2024 was Bank of America, an estimated $8.8M sold.
Based on aggregated 13F filings for Q2 2024.