iShares Morningstar Small-Cap Growth ETF
ISCG
125 hedge funds and large institutions have $335M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 51 increasing their positions, 40 reducing their positions, and 14 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 40
9% more capital invested
Capital invested by funds: $309M → $335M (+$26.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.88% less ownership
Funds ownership: 55.88% → 55.01% (-0.88%)
7% less funds holding
Funds holding: 134 → 125 (-9)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$31.6M |
| 2 |
Morgan Stanley
New York
|
+$3.9M |
| 3 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$1.92M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.46M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$31M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$3.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.03M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.71M |
| 5 |
MWM
Mittelman Wealth Management
Andover,
Massachusetts
|
-$683K |
ISCG Hedge Fund Activity: Q3 2024 in Review
125 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q3 2024, worth a combined $335M — up 8.6% from $309M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of ISCG and 7 opened new positions — a net loss of 7 holders — while 40 trimmed existing stakes and 51 added.
The largest buyer was JP Morgan Chase, adding an estimated $31.6M. The largest seller was Bank of America, cutting an estimated $31M.
- 125 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q3 2024, down from 134 in Q2 2024.
- Funds reported $335M of iShares Morningstar Small-Cap Growth ETF stock for Q3 2024, up 8.6% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q3 2024 and 14 closed out, a net change of -7 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $31.6M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q3 2024 was Bank of America, an estimated $31M sold.
Based on aggregated 13F filings for Q3 2024.