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iShares Morningstar Small-Cap Growth ETF
ISCG

32 hedge funds and large institutions have $61.7M invested in iShares Morningstar Small-Cap Growth ETF in 2013 Q2 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

142.7% more ownership

Funds ownership: 0% → 142.7% (+143%)

Holders
32
Holders Change
+32
Holders Change %
–
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1
JOYN Advisors
Georgia
$38.3M – – –
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$7.46M +$7.23M +410,868 New
Morgan Stanley
3
Morgan Stanley
New York
$2.55M +$2.47M +140,340 New
CMP
4
Courage Miller Partners
Virginia
$2.39M +$2.31M +131,466 New
LPL Financial
5
LPL Financial
California
$1.82M +$1.76M +100,254 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.35M +$1.31M +74,598 New
Bank of America
7
Bank of America
North Carolina
$1.2M +$1.16M +65,808 New
NPC
8
National Planning Corporation
California
$1.18M +$1.14M +64,728 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.08M +$1.05M +59,766 New
TH
10
Timber Hill
Connecticut
$724K +$702K +39,918 New
Ameriprise
11
Ameriprise
Minnesota
$528K +$512K +29,118 New
U
12
UBS
Switzerland
$463K +$448K +25,488 New
Jane Street
13
Jane Street
New York
$355K +$344K +19,578 New
CFA
14
Camarda Financial Advisors
Florida
$319K +$309K +17,568 New
AHC
15
Adell Harriman & Carpenter
Texas
$305K +$295K +16,788 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$248K +$241K +13,674 New
BO
17
BRR OpCo
Ohio
$231K +$224K +12,750 New
Wells Fargo
18
Wells Fargo
California
$188K +$182K +10,356 New
MA
19
MCF Advisors
Kentucky
$184K +$149K +8,454 New
AIG
20
American International Group
New York
$164K +$159K +9,060 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$150K +$145K +8,256 New
Citigroup
22
Citigroup
New York
$130K +$126K +7,158 New
MFS
23
MSI Financial Services
Massachusetts
$104K +$101K +5,724 New
SFS
24
Signator Financial Services
Massachusetts
$62K +$59.6K +3,390 New
RIA
25
Regal Investment Advisors
Michigan
$44K +$42.4K +2,412 New
1
2

ISCG Hedge Fund Activity: Q2 2013 in Review

32 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q2 2013, worth a combined $61.7M.

Buyers outnumbered sellers: 32 funds opened new ISCG positions and 0 closed out — a net gain of 32 holders — while 0 added to existing stakes and 0 trimmed.

  • 32 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $61.7M of iShares Morningstar Small-Cap Growth ETF stock for Q2 2013.
  • 32 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q2 2013 and 0 closed out, a net change of +32 holders.

Based on aggregated 13F filings for Q2 2013.