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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

46 hedge funds and large institutions have $35.8M invested in iShares Morningstar Small-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
$598K
2
Ameriprise
Ameriprise
Minnesota
$3.55M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$258K
4
Morgan Stanley
Morgan Stanley
New York
$4.39M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$186K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$5.36M
2
NPC
National Planning Corporation
California
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$0
4
LFAS
Level Four Advisory Services
Texas
$1.95M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$135K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$111K +$90.7K +3,024 +446%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$81K +$39.3K +1,320 +94%
PA
29
Parallel Advisors
California
$51K – – –
UBS AM
30
UBS AM
Illinois
$49.5K – – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$49K -$3.21K -108 -6%
AAP
32
Arax Advisory Partners
Colorado
$27K – – –
CPIG
33
Chicago Partners Investment Group
Illinois
$25K +$177 +6 +0.7%
SFSIG
34
San Francisco Sentry Investment Group
California
$23K – – –
MA
35
MCF Advisors
Kentucky
$22K – – –
CAC
36
Certified Advisory Corp
Florida
$15K +$15K +516 New
AssetMark Inc
37
AssetMark Inc
California
$12K – – –
GFP
38
Gryphon Financial Partners
Ohio
$12K +$12K +414 New
RFA
39
Reilly Financial Advisors
California
$9K – – –
LWA
40
Lowe Wealth Advisors
Maryland
$6K – – –
IA
41
IFP Advisors
Florida
$5K – – –
VCM
42
Virtue Capital Management
Tennessee
$4K +$4K +150 New
FGC
43
Financial Gravity Companies
Texas
$2K +$2K +78 New
IWP
44
Icon Wealth Partners
Texas
$1K +$1K +42 New
NPC
45
National Planning Corporation
California
– -$577K -20,400 Closed
HighTower Advisors
46
HighTower Advisors
Illinois
– -$483K -17,004 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$305K -10,800 Closed
VF
48
Virtu Financial
New York
– -$274K -9,690 Closed
PAG
49
Private Advisor Group
New Jersey
– -$226K -7,866 Closed
ECM
50
Exchange Capital Management
Michigan
– -$63K -2,220 Closed
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