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iShares Morningstar Small-Cap Growth ETF

62 hedge funds and large institutions have $84.2M invested in iShares Morningstar Small-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $78.3M → $84.2M (+$5.89M)

2% more funds holding

Funds holding: 6162 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11.52% less ownership

Funds ownership: 246.52%235% (-12%)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change

ISCG Hedge Fund Activity: Q2 2019 in Review

62 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q2 2019, worth a combined $84.2M — up 7.5% from $78.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ISCG positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.32M. The largest seller was Allianz Asset Management, cutting an estimated $3.26M.

  • 62 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q2 2019, up from 61 in Q1 2019.
  • Funds reported $84.2M of iShares Morningstar Small-Cap Growth ETF stock for Q2 2019, up 7.5% quarter-over-quarter.
  • 9 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q2 2019 and 7 closed out, a net change of +2 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q2 2019 was Royal Bank of Canada, an estimated $3.32M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q2 2019 was Allianz Asset Management, an estimated $3.26M sold.

Based on aggregated 13F filings for Q2 2019.