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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

58 hedge funds and large institutions have $63.1M invested in iShares Morningstar Small-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$6.43M
2
LPL Financial
LPL Financial
California
$8.11M
3
Wells Fargo
Wells Fargo
California
$6.18M
4
RJA
Raymond James & Associates
Florida
$2.2M
5
UBS Group
UBS Group
Switzerland
$2.37M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.21M
2
PAG
Private Advisor Group
New Jersey
$0
3
LFAS
Level Four Advisory Services
Texas
$2.03M
4
IIC
Integrated Investment Consultants
Michigan
$0
5
RCAG
Rehmann Capital Advisory Group
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$286K +$15.1K +456 +6%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$277K -$595 -18 -0.2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$243K +$39.5K +1,194 +19%
Northern Trust
29
Northern Trust
Illinois
$229K +$229K +6,930 New
Citigroup
30
Citigroup
New York
$214K – – –
AIP
31
Almanack Investment Partners
Pennsylvania
$205K +$6.55K +198 +3%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$185K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$106K – – –
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$94K – – –
JA
35
JOYN Advisors
Georgia
$67K +$51.6K +1,572 +336%
PA
36
Parallel Advisors
California
$56K – – –
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$55K – – –
UBS AM
38
UBS AM
Illinois
$54.8K – – –
William Blair & Company
39
William Blair & Company
Illinois
$54K – – –
IA
40
IFP Advisors
Florida
$49K +$43.6K +1,320 +815%
BCA
41
Bay Colony Advisors
Massachusetts
$48K +$48K +1,452 New
FHA
42
Flagship Harbor Advisors
Massachusetts
$39K +$39K +1,206 New
MCM
43
Mainstay Capital Management
Michigan
$33K +$33K +1,002 New
CPIG
44
Chicago Partners Investment Group
Illinois
$28K – – –
APA
45
American Portfolios Advisors
New York
$26.2K +$26.2K +792 New
MA
46
MCF Advisors
Kentucky
$25K – – –
CAC
47
Certified Advisory Corp
Florida
$17K – – –
GFP
48
Gryphon Financial Partners
Ohio
$14K – – –
GRP
49
Global Retirement Partners
California
$14K – – –
AssetMark Inc
50
AssetMark Inc
California
$13K – – –
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