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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

123 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 8 funds opening new positions, 50 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
50
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.6M
3
BDF
3
Black Diamond Financial
Maryland
$6.99M
4
LPL Financial
4
LPL Financial
California
$17.4M
5
AAS
5
Avantax Advisory Services
Texas
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19M
2
AWS
2
Atria Wealth Solutions
New York
$0
3
Ameriprise
3
Ameriprise
Minnesota
$4.34M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
MWM
5
Mittelman Wealth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53.1M +$32.9M +671,641 +163%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$21.8M +$1M +20,494 +5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$20.7M +$179K +3,662 +0.9%
Bank of America
4
Bank of America
North Carolina
$19M -$32.3M -659,646 -63%
AAS
5
Avantax Advisory Services
Texas
$18.5M +$1.3M +26,593 +8%
LPL Financial
6
LPL Financial
California
$17.4M +$1.52M +31,020 +10%
Morgan Stanley
7
Morgan Stanley
New York
$16.6M +$4.06M +82,999 +32%
GFA
8
Gallagher Fiduciary Advisors
Illinois
$15.6M +$289K +5,907 +2%
AI
9
Atria Investments
North Carolina
$15.6M +$335K +6,844 +2%
Wells Fargo
10
Wells Fargo
California
$8.24M -$406K -8,299 -5%
SCM
11
Steele Capital Management
Iowa
$8.17M +$1.09M +22,161 +15%
MTC
12
Matrix Trust Company
Colorado
$8.15M +$1.09M +22,161 +15%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$8.12M +$391K +7,978 +5%
BDF
14
Black Diamond Financial
Maryland
$6.99M +$2M +40,729 +40%
OWM
15
Opes Wealth Management
California
$5.11M +$40.8K +833 +0.8%
Ameriprise
16
Ameriprise
Minnesota
$4.34M -$3.15M -64,338 -42%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.02M -$465K -9,504 -10%
NAMNJ
18
NorthStar Asset Management (New Jersey)
New Jersey
$3.8M +$210K +4,284 +6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.79M +$62.2K +1,270 +2%
IWP
20
IAG Wealth Partners
Wisconsin
$3.5M +$94.7K +1,934 +3%
CAC
21
Certified Advisory Corp
Florida
$3.39M +$115K +2,355 +4%
UBS Group
22
UBS Group
Switzerland
$3.31M -$594K -12,138 -15%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.18M -$368K -7,520 -10%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.06M +$65.2K +1,331 +2%
MAG
25
Members Advisory Group
New York
$3.01M -$323K -6,590 -10%
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