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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

58 hedge funds and large institutions have $89.9M invested in iShares Morningstar Small-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$10.7M
2
RJA
Raymond James & Associates
Florida
$4.07M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.7M
4
Citadel Advisors
Citadel Advisors
Florida
$351K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$344K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$34.2M
2
Jane Street
Jane Street
New York
$0
3
Goldman Sachs
Goldman Sachs
New York
$4.29M
4
LPL Financial
LPL Financial
California
$6.78M
5
Morgan Stanley
Morgan Stanley
New York
$4.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$306K -$1.21M -34,248 -80%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$297K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$296K +$36.1K +1,020 +14%
PAG
29
Private Advisor Group
New Jersey
$264K +$264K +7,440 New
Northern Trust
30
Northern Trust
Illinois
$246K – – –
CAN
31
Cetera Advisor Networks
California
$241K +$241K +6,786 New
Citigroup
32
Citigroup
New York
$222K -$7.22K -204 -3%
EAM
33
Evanson Asset Management
California
$213K +$213K +6,000 New
SAM
34
Summit Asset Management
Tennessee
$210K +$210K +5,922 New
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$198K – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$100K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$93K -$20.1K -570 -18%
MCM
38
Mainstay Capital Management
Michigan
$93K +$57.5K +1,626 +162%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$67K +$8.32K +234 +14%
PA
40
Parallel Advisors
California
$61K – – –
UBS AM
41
UBS AM
Illinois
$58.7K – – –
JA
42
JOYN Advisors
Georgia
$56K -$16.7K -468 -23%
IA
43
IFP Advisors
Florida
$53K – – –
William Blair & Company
44
William Blair & Company
Illinois
$50K -$7.45K -210 -13%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$48K +$48K +1,338 New
APA
46
American Portfolios Advisors
New York
$28.1K – – –
FHA
47
Flagship Harbor Advisors
Massachusetts
$27K -$14.4K -420 -35%
CPIG
48
Chicago Partners Investment Group
Illinois
$25K – – –
MA
49
MCF Advisors
Kentucky
$23K -$3.17K -90 -12%
CAC
50
Certified Advisory Corp
Florida
$18K – – –
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2
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