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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

32 hedge funds and large institutions have $55.6M invested in iShares Morningstar Small-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$27.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.47M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.09M
4
AIG
4
American International Group
New York
$695K
5
Citigroup
5
Citigroup
New York
$875K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.71M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.8M
3
VKH
3
Virtu KCG Holdings
New York
$0
4
CMP
4
Courage Miller Partners
Virginia
$2.14M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$27.2M +$18.1M +819,594 +198%
NFG
2
Noven Financial Group
Colorado
$3.79M +$3.79M +171,690 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.47M +$1.72M +78,000 +98%
Morgan Stanley
4
Morgan Stanley
New York
$2.8M -$584K -26,460 -17%
Bank of America
5
Bank of America
North Carolina
$2.71M -$649K -29,382 -19%
LPL Financial
6
LPL Financial
California
$2.36M +$12.6K +570 +0.5%
CMP
7
Courage Miller Partners
Virginia
$2.14M -$329K -14,910 -13%
NPC
8
National Planning Corporation
California
$2.05M +$98.1K +4,440 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.61M -$61.7K -2,796 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.09M +$994K +45,012 +1,092%
MHS
11
M Holdings Securities
Oregon
$1.05M +$1.05M +47,700 New
Citigroup
12
Citigroup
New York
$875K +$209K +9,480 +31%
U
13
UBS
Switzerland
$718K +$139K +6,306 +24%
AIG
14
American International Group
New York
$695K +$378K +17,106 +119%
Ameriprise
15
Ameriprise
Minnesota
$634K -$11.4K -516 -2%
AHC
16
Adell Harriman & Carpenter
Texas
$415K +$17.6K +798 +4%
ICAS
17
Investors Capital Advisory Services
Massachusetts
$407K +$132K +5,976 +48%
BO
18
BRR OpCo
Ohio
$282K – – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$257K -$1.06K -48 -0.4%
Wells Fargo
20
Wells Fargo
California
$254K +$11.6K +528 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$200K +$200K +9,072 New
MA
22
MCF Advisors
Kentucky
$184K +$130 +6 +0.1%
MFS
23
MSI Financial Services
Massachusetts
$140K -$264 -12 -0.2%
WA
24
WFG Advisors
Texas
$63K – – –
DSC
25
Duncker Streett & Co
Missouri
$49K – – –
1
2