iShares Morningstar Small-Cap Growth ETF
ISCG
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.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
5% more funds holding
Funds holding: 44 → 46 (+2)
2% more capital invested
Capital invested by funds: $35.2M → $35.8M (+$622K)
5.85% less ownership
Funds ownership: 155.55% → 149.71% (-5.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$397K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$396K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$252K |
| 4 |
Morgan Stanley
New York
|
+$175K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$91.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$622K |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$577K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$483K |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$313K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$305K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
SEI Investments
Oaks,
Pennsylvania
| – | +$175 | +6 | New |
|
ISCG Hedge Fund Activity: Q4 2017 in Review
46 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2017, worth a combined $35.8M — up 1.8% from $35.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ISCG positions and 6 closed out — a net gain of 2 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Citigroup, adding an estimated $397K. The largest seller was Goldman Sachs, cutting an estimated $622K.
- 46 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2017, up from 44 in Q3 2017.
- Funds reported $35.8M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2017, up 1.8% quarter-over-quarter.
- 8 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2017 and 6 closed out, a net change of +2 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2017 was Citigroup, an estimated $397K added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2017 was Goldman Sachs, an estimated $622K sold.
Based on aggregated 13F filings for Q4 2017.