iShares Morningstar Small-Cap Growth ETF
ISCG
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.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
13% more funds holding
Funds holding: 32 → 36 (+4)
4.81% more ownership
Funds ownership: 239.96% → 244.77% (+4.8%)
1% more capital invested
Capital invested by funds: $55.6M → $56M (+$431K)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.94M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.67M |
| 3 |
Jane Street
New York
|
+$711K |
| 4 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
+$592K |
| 5 |
Citigroup
New York
|
+$31.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.95M |
| 2 |
CPSAC
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$895K |
| 3 |
AIG
American International Group
New York
|
-$639K |
| 4 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$257K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$200K |
ISCG Hedge Fund Activity: Q1 2014 in Review
36 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q1 2014, worth a combined $56M — up 0.78% from $55.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ISCG positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 14 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.94M. The largest seller was Susquehanna International Group, cutting an estimated $1.95M.
- 36 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q1 2014, up from 32 in Q4 2013.
- Funds reported $56M of iShares Morningstar Small-Cap Growth ETF stock for Q1 2014, up 0.78% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q1 2014 and 2 closed out, a net change of +4 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q1 2014 was Royal Bank of Canada, an estimated $1.94M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q1 2014 was Susquehanna International Group, an estimated $1.95M sold.
Based on aggregated 13F filings for Q1 2014.