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iShares Morningstar Small-Cap Growth ETF

42 hedge funds and large institutions have $27.4M invested in iShares Morningstar Small-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

8% more funds holding

Funds holding: 3942 (+3)

6% less capital invested

Capital invested by funds: $29.1M → $27.4M (-$1.72M)

7.02% less ownership

Funds ownership: 150.74%143.72% (-7%)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change

ISCG Hedge Fund Activity: Q1 2017 in Review

42 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q1 2017, worth a combined $27.4M — down 5.9% from $29.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ISCG positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $1.75M. The largest seller was Susquehanna International Group, cutting an estimated $5.57M.

  • 42 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q1 2017, up from 39 in Q4 2016.
  • Funds reported $27.4M of iShares Morningstar Small-Cap Growth ETF stock for Q1 2017, down 5.9% quarter-over-quarter.
  • 6 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q1 2017 and 2 closed out, a net change of +4 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q1 2017 was Mariner Independent Advisor Network, an estimated $1.75M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q1 2017 was Susquehanna International Group, an estimated $5.57M sold.

Based on aggregated 13F filings for Q1 2017.