ISCG icon

iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

38 hedge funds and large institutions have $24.1M invested in iShares Morningstar Small-Cap Growth ETF in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.89M
2
VF
2
Virtu Financial
New York
$552K
3
VKH
3
Virtu KCG Holdings
New York
$638K
4
Jane Street
4
Jane Street
New York
$1.32M
5
Ameriprise
5
Ameriprise
Minnesota
$532K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.05M
2
LPL Financial
2
LPL Financial
California
$1.78M
3
Bank of America
3
Bank of America
North Carolina
$1.91M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.06M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
MSI Financial Services
Massachusetts
$142K +$16.1K +720 +13%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$134K +$51.3K +2,298 +62%
MA
28
MCF Advisors
Kentucky
$130K – – –
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$114K – – –
KA
30
Klingman & Associates
New York
$80K – – –
WA
31
WFG Advisors
Texas
$32K +$134 +6 +0.4%
PFG
32
Piershale Financial Group
Illinois
$24K +$24K +1,068 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$15K – – –
HFA
34
High Falls Advisors
New York
$13K – – –
AssetMark Inc
35
AssetMark Inc
California
$9K – – –
RFA
36
Reilly Financial Advisors
California
$7K – – –
LWA
37
Lowe Wealth Advisors
Maryland
$5K – – –
ICAS
38
Investors Capital Advisory Services
Massachusetts
– -$387K -18,054 Closed
AIG
39
American International Group
New York
– -$360K -16,806 Closed
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
– -$226K -10,524 Closed
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
– -$208K -9,660 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– -$29K -1,362 Closed
1
2