ISCG icon

iShares Morningstar Small-Cap Growth ETF

32 hedge funds and large institutions have $25.1M invested in iShares Morningstar Small-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.59M +$2.28M +101,430 +69%
Bank of America
2
Bank of America
North Carolina
$4.07M -$936K -41,580 -19%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.89M -$8.35M -370,722 -82%
CPSAC
4
Chas P. Smith & Associates (CPS)
Florida
$1.81M -$78.6K -3,492 -4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.76M +$733K +32,604 +71%
LPL Financial
6
LPL Financial
California
$1.7M -$102K -4,530 -6%
CMP
7
Courage Miller Partners
Virginia
$1.44M -$11.8K -522 -0.8%
MHS
8
M Holdings Securities
Oregon
$1.07M
NPC
9
National Planning Corporation
California
$962K -$514K -23,412 -35%
MAS
10
Madden Advisory Services
Florida
$607K
UBS Group
11
UBS Group
Switzerland
$589K +$589K +26,136 New
Ameriprise
12
Ameriprise
Minnesota
$567K
Citigroup
13
Citigroup
New York
$562K -$105K -4,656 -16%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$537K +$270K +12,018 +101%
Wells Fargo
15
Wells Fargo
California
$459K +$192K +8,532 +72%
AHC
16
Adell Harriman & Carpenter
Texas
$399K
BO
17
BRR OpCo
Ohio
$287K
Jane Street
18
Jane Street
New York
$220K -$606K -26,880 -73%
MA
19
MCF Advisors
Kentucky
$136K
MFS
20
MSI Financial Services
Massachusetts
$135K -$4.6K -204 -3%
KA
21
Klingman & Associates
New York
$108K +$108K +4,800 New
AIG
22
American International Group
New York
$64.5K
WA
23
WFG Advisors
Texas
$37K
MAM
24
Meeder Asset Management
Ohio
$32K +$22.7K +1,020 +243%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$13K -$1.72K -78 -12%