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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

54 hedge funds and large institutions have $39M invested in iShares Morningstar Small-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$572K
2
Goldman Sachs
2
Goldman Sachs
New York
$5.97M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$377K
4
Bank of America
4
Bank of America
North Carolina
$4.3M
5
PAG
5
Private Advisor Group
New Jersey
$235K

Top Sellers

1
CS
1
Comerica Securities
Michigan
$0
2
Citigroup
2
Citigroup
New York
$198K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$863K
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$202K +$202K +6,540 New
Citigroup
27
Citigroup
New York
$198K -$414K -13,524 -68%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$190K -$2.04K -66 -1%
AIP
29
Almanack Investment Partners
Pennsylvania
$186K +$186K +6,000 New
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$173K +$33.5K +1,080 +24%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$99K -$15.4K -498 -13%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$87K +$3.33K +108 +4%
IIC
33
Integrated Investment Consultants
Michigan
$55K +$55K +1,782 New
PA
34
Parallel Advisors
California
$53K – – –
UBS AM
35
UBS AM
Illinois
$51.2K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$51K – – –
William Blair & Company
37
William Blair & Company
Illinois
$50K +$50K +1,620 New
RCAG
38
Rehmann Capital Advisory Group
Michigan
$34K +$34K +1,086 New
CPIG
39
Chicago Partners Investment Group
Illinois
$26K – – –
SFSIG
40
San Francisco Sentry Investment Group
California
$24K – – –
MA
41
MCF Advisors
Kentucky
$23K – – –
CAC
42
Certified Advisory Corp
Florida
$15K – – –
JA
43
JOYN Advisors
Georgia
$14K +$14K +468 New
GFP
44
Gryphon Financial Partners
Ohio
$13K – – –
GRP
45
Global Retirement Partners
California
$13K +$13K +420 New
AssetMark Inc
46
AssetMark Inc
California
$12K – – –
RFA
47
Reilly Financial Advisors
California
$9K – – –
LWA
48
Lowe Wealth Advisors
Maryland
$6K – – –
IA
49
IFP Advisors
Florida
$5K – – –
AAP
50
Arax Advisory Partners
Colorado
$4K -$19.2K -750 -83%
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