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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

32 hedge funds and large institutions have $55.6M invested in iShares Morningstar Small-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$27.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.47M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.09M
4
AIG
American International Group
New York
$695K
5
Citigroup
Citigroup
New York
$875K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.71M
2
Morgan Stanley
Morgan Stanley
New York
$2.8M
3
VKH
Virtu KCG Holdings
New York
$0
4
CMP
Courage Miller Partners
Virginia
$2.14M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
JA
26
JOYN Advisors
Georgia
$45K – – –
PAS
27
Partnervest Advisory Services
California
$14K +$14K +648 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$10K +$1.76K +78 +21%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$9K – – –
RFA
30
Reilly Financial Advisors
California
$8K – – –
Barclays
31
Barclays
United Kingdom
$7K – – –
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75 +$75 +3,390 New
VKH
33
Virtu KCG Holdings
New York
– -$460K -22,398 Closed
PP
34
Palladium Partners
Virginia
– -$28K -1,368 Closed
RIA
35
Regal Investment Advisors
Michigan
– -$19K -930 Closed
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
– -$2K -84 Closed
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