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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

136 hedge funds and large institutions have $349M invested in iShares Morningstar Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
136
Holders Change
+13
Holders Change %
+10.57%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
48
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$19.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.78M
3
Bank of America
3
Bank of America
North Carolina
$20.4M
4
CFD
4
Creative Financial Designs
Indiana
$1.33M
5
Ameriprise
5
Ameriprise
Minnesota
$5.36M

Top Sellers

1
MAG
1
Members Advisory Group
New York
$0
2
AI
2
Atria Investments
North Carolina
$13.8M
3
GFA
3
Gallagher Fiduciary Advisors
Illinois
$13.9M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$573K
5
VA
5
Valmark Advisers
Ohio
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53.8M +$146K +2,951 +0.3%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$22.4M +$386K +7,813 +2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$21.7M +$780K +15,780 +4%
Bank of America
4
Bank of America
North Carolina
$20.4M +$1.24M +24,986 +6%
AAS
5
Avantax Advisory Services
Texas
$19.5M +$801K +16,204 +4%
LPL Financial
6
LPL Financial
California
$19.2M +$1.69M +34,191 +10%
Morgan Stanley
7
Morgan Stanley
New York
$17.2M +$463K +9,370 +3%
GFA
8
Gallagher Fiduciary Advisors
Illinois
$13.9M -$1.86M -37,520 -12%
AI
9
Atria Investments
North Carolina
$13.8M -$1.89M -38,262 -12%
SCM
10
Steele Capital Management
Iowa
$8.2M -$35.9K -725 -0.4%
MTC
11
Matrix Trust Company
Colorado
$8.2M -$35.9K -725 -0.4%
Wells Fargo
12
Wells Fargo
California
$8.17M -$159K -3,208 -2%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$8.06M -$137K -2,772 -2%
BDF
14
Black Diamond Financial
Maryland
$7.43M +$385K +7,784 +5%
Raymond James Financial
15
Raymond James Financial
Florida
$5.74M +$5.74M +115,954 New
Ameriprise
16
Ameriprise
Minnesota
$5.36M +$975K +19,708 +22%
IAG
17
Ipsen Advisor Group
Arkansas
$5.29M +$5.29M +107,024 New
OWM
18
Opes Wealth Management
California
$5.17M +$1.04K +21 +0%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.78M +$1.69M +34,180 +55%
MML Investors Services
20
MML Investors Services
Massachusetts
$4.03M -$33.5K -677 -0.8%
NAMNJ
21
NorthStar Asset Management (New Jersey)
New Jersey
$4M +$161K +3,247 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.87M +$41.2K +832 +1%
CAC
23
Certified Advisory Corp
Florida
$3.68M +$255K +5,152 +7%
IWP
24
IAG Wealth Partners
Wisconsin
$3.53M -$7.42K -150 -0.2%
UBS Group
25
UBS Group
Switzerland
$3.36M +$18K +364 +0.5%
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