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iShares Morningstar Small-Cap Growth ETF

44 hedge funds and large institutions have $35.2M invested in iShares Morningstar Small-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

29% more capital invested

Capital invested by funds: $27.2M → $35.2M (+$7.97M)

19.62% more ownership

Funds ownership: 135.94%155.55% (+20%)

5% more funds holding

Funds holding: 4244 (+2)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change

ISCG Hedge Fund Activity: Q3 2017 in Review

44 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q3 2017, worth a combined $35.2M — up 29% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ISCG positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $5.44M. The largest seller was Susquehanna International Group, cutting an estimated $847K.

  • 44 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q3 2017, up from 42 in Q2 2017.
  • Funds reported $35.2M of iShares Morningstar Small-Cap Growth ETF stock for Q3 2017, up 29% quarter-over-quarter.
  • 4 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q3 2017 and 1 closed out, a net change of +3 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q3 2017 was Goldman Sachs, an estimated $5.44M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q3 2017 was Susquehanna International Group, an estimated $847K sold.

Based on aggregated 13F filings for Q3 2017.