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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

36 hedge funds and large institutions have $56M invested in iShares Morningstar Small-Cap Growth ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3M
2
Bank of America
2
Bank of America
North Carolina
$4.33M
3
Jane Street
3
Jane Street
New York
$706K
4
MAS
4
Madden Advisory Services
Florida
$587K
5
Citigroup
5
Citigroup
New York
$896K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.49M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$26M
3
AIG
3
American International Group
New York
$51.8K
4
NFG
4
Noven Financial Group
Colorado
$3.49M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
1
Chas P. Smith & Associates (CPS)
Florida
$26M -$888K -40,752 -3%
Bank of America
2
Bank of America
North Carolina
$4.33M +$1.65M +75,840 +62%
NFG
3
Noven Financial Group
Colorado
$3.49M -$256K -11,724 -7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3M +$1.93M +88,368 +180%
Morgan Stanley
5
Morgan Stanley
New York
$2.68M -$80.4K -3,690 -3%
LPL Financial
6
LPL Financial
California
$2.19M -$137K -6,282 -6%
CMP
7
Courage Miller Partners
Virginia
$2.08M -$38.8K -1,782 -2%
NPC
8
National Planning Corporation
California
$2.03M -$29.8K -1,344 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.5M -$85.5K -3,924 -5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.49M -$1.94M -88,836 -56%
MHS
11
M Holdings Securities
Oregon
$1.04M – – –
Citigroup
12
Citigroup
New York
$896K +$31.4K +1,440 +4%
Jane Street
13
Jane Street
New York
$706K +$706K +32,364 New
U
14
UBS
Switzerland
$615K -$94.1K -4,314 -13%
Ameriprise
15
Ameriprise
Minnesota
$609K -$17.4K -798 -3%
MAS
16
Madden Advisory Services
Florida
$587K +$587K +26,940 New
Stifel Financial
17
Stifel Financial
Missouri
$545K +$545K +25,020 New
ICAS
18
Investors Capital Advisory Services
Massachusetts
$423K +$21.4K +984 +5%
AHC
19
Adell Harriman & Carpenter
Texas
$356K -$53.9K -2,472 -13%
BO
20
BRR OpCo
Ohio
$278K – – –
Wells Fargo
21
Wells Fargo
California
$271K +$19.3K +882 +8%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$266K +$11.9K +546 +5%
MA
23
MCF Advisors
Kentucky
$180K -$4.18K -192 -2%
MFS
24
MSI Financial Services
Massachusetts
$140K +$918 +42 +0.7%
WA
25
WFG Advisors
Texas
$62K +$130 +6 +0.2%
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