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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

42 hedge funds and large institutions have $27.2M invested in iShares Morningstar Small-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.41M
2
CS
2
Comerica Securities
Michigan
$233K
3
Ameriprise
3
Ameriprise
Minnesota
$1.24M
4
Wells Fargo
4
Wells Fargo
California
$2.84M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$292K

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$0
4
VF
4
Virtu Financial
New York
$0
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$824K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$170K +$4.82K +180 +3%
MA
27
MCF Advisors
Kentucky
$156K – – –
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$121K -$16.1K -600 -12%
ECM
29
Exchange Capital Management
Michigan
$60K +$60K +2,220 New
PA
30
Parallel Advisors
California
$47K – – –
UBS AM
31
UBS AM
Illinois
$44.4K – – –
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$44K – – –
CPIG
33
Chicago Partners Investment Group
Illinois
$43K +$43K +1,680 New
AAP
34
Arax Advisory Partners
Colorado
$38K – – –
WA
35
WFG Advisors
Texas
$27K +$163 +6 +0.6%
SFSIG
36
San Francisco Sentry Investment Group
California
$21K +$21K +780 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$18K – – –
AssetMark Inc
38
AssetMark Inc
California
$11K – – –
RFA
39
Reilly Financial Advisors
California
$8K – – –
LWA
40
Lowe Wealth Advisors
Maryland
$6K – – –
IA
41
IFP Advisors
Florida
$4K – – –
MIAN
42
Mariner Independent Advisor Network
Kansas
– -$1.78M -69,642 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– -$580K -22,740 Closed
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
– -$326K -12,780 Closed
VF
45
Virtu Financial
New York
– -$263K -10,320 Closed
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