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iShares Morningstar Small-Cap Growth ETF

40 hedge funds and large institutions have $29.9M invested in iShares Morningstar Small-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more capital inflows, than outflows

Capital inflows: $7.61M | Capital outflows: $1.63M

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

8% more funds holding

Funds holding: 37 → 40 (+3)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

ISCG Hedge Fund Activity: Q1 2016 in Review

40 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q1 2016, worth a combined $29.9M — up 23% from $24.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ISCG positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.26M. The largest seller was National Planning Corporation, cutting an estimated $323K.

  • 40 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q1 2016, up from 37 in Q4 2015.
  • Funds reported $29.9M of iShares Morningstar Small-Cap Growth ETF stock for Q1 2016, up 23% quarter-over-quarter.
  • 5 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q1 2016 and 2 closed out, a net change of +3 holders.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q1 2016 was Susquehanna International Group, an estimated $4.26M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q1 2016 was National Planning Corporation, an estimated $323K sold.

Based on aggregated 13F filings for Q1 2016.