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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

61 hedge funds and large institutions have $78.3M invested in iShares Morningstar Small-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
16
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Searcy Financial Services
Kansas
$13.2M
2
Morgan Stanley
Morgan Stanley
New York
$11.6M
3
Allianz Asset Management
Allianz Asset Management
Germany
$9.62M
4
Stifel Financial
Stifel Financial
Missouri
$2.53M
5
LPL Financial
LPL Financial
California
$6.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.22M
2
Jane Street
Jane Street
New York
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.13M
4
SG Americas Securities
SG Americas Securities
New York
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
26
Towerpoint Wealth
California
$435K -$10.8K -324 -2%
FSC
27
Full Sail Capital
Oklahoma
$399K +$399K +11,988 New
BO
28
BRR OpCo
Ohio
$396K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$362K +$1.2K +36 +0.3%
AHC
30
Adell Harriman & Carpenter
Texas
$346K – – –
AG
31
Advisor Group
Arizona
$317K -$18K -540 -5%
RJA
32
Raymond James & Associates
Florida
$290K -$32.3K -972 -10%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$270K -$2.19K -66 -0.8%
Northern Trust
34
Northern Trust
Illinois
$269K +$269K +8,100 New
CAN
35
Cetera Advisor Networks
California
$257K +$257K +7,704 New
Creative Planning
36
Creative Planning
Kansas
$208K +$208K +6,246 New
FAAS
37
First Allied Advisory Services
California
$202K -$109K -3,264 -35%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$186K – – –
Citigroup
39
Citigroup
New York
$78K -$121K -3,648 -61%
TAIM
40
TD Ameritrade Investment Management
Nebraska
$75K +$68.5K +2,070 +1,045%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$70K – – –
PA
42
Parallel Advisors
California
$57K – – –
UBS AM
43
UBS AM
Illinois
$55.1K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$53K -$15K -450 -22%
William Blair & Company
45
William Blair & Company
Illinois
$47K – – –
LWANC
46
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$44K +$199 +6 +0.5%
GWM
48
Geneos Wealth Management
Colorado
$27K +$27K +840 New
APA
49
American Portfolios Advisors
New York
$26.3K – – –
FHA
50
Flagship Harbor Advisors
Massachusetts
$26K – – –
1
2
3