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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

58 hedge funds and large institutions have $40.2M invested in iShares Morningstar Small-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
6
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
$4.96M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.18M
3
Jane Street
Jane Street
New York
$770K
4
Ameriprise
Ameriprise
Minnesota
$1.88M
5
TW
Towerpoint Wealth
California
$372K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$4.35M
2
RJA
Raymond James & Associates
Florida
$269K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$0
4
UBS Group
UBS Group
Switzerland
$541K
5
LPL Financial
LPL Financial
California
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$9K +$9K +330 New
RFA
52
Reilly Financial Advisors
California
$8K – – –
MWA
53
Meridian Wealth Advisors
Texas
$7K +$7K +240 New
LWA
54
Lowe Wealth Advisors
Maryland
$6K – – –
TAIM
55
TD Ameritrade Investment Management
Nebraska
$5K – – –
WCM
56
WealthBridge Capital Management
Ohio
$5K +$5K +180 New
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
– -$1.7M -48,024 Closed
RJFSA
58
Raymond James Financial Services Advisors
Florida
– -$846K -23,868 Closed
AFP
59
Ausdal Financial Partners
Iowa
– -$500K -14,112 Closed
Citadel Advisors
60
Citadel Advisors
Florida
– -$351K -9,900 Closed
PAG
61
Private Advisor Group
New Jersey
– -$264K -7,440 Closed
Northern Trust
62
Northern Trust
Illinois
– -$246K -6,930 Closed
CAN
63
Cetera Advisor Networks
California
– -$241K -6,786 Closed
EAM
64
Evanson Asset Management
California
– -$213K -6,000 Closed
SAM
65
Summit Asset Management
Tennessee
– -$210K -5,922 Closed
MCM
66
Mainstay Capital Management
Michigan
– -$93K -2,628 Closed
CPIG
67
Chicago Partners Investment Group
Illinois
– -$25K -846 Closed
CAC
68
Certified Advisory Corp
Florida
– -$18K -516 Closed
AAP
69
Arax Advisory Partners
Colorado
– -$6K -156 Closed
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