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iShares Morningstar Small-Cap Growth ETF

39 hedge funds and large institutions have $29.2M invested in iShares Morningstar Small-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

21% more capital invested

Capital invested by funds: $24.1M → $29.2M (+$5.16M)

17.99% more ownership

Funds ownership: 134.38%152.37% (+18%)

3% more funds holding

Funds holding: 3839 (+1)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$3.53M +$2.08M +87,654 +148%
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$2.91M +$1.63M +68,952 +134%
Morgan Stanley
3
Morgan Stanley
New York
$2.73M +$406K +17,154 +18%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.62M +$1.47M +62,046 +132%
Wells Fargo
5
Wells Fargo
California
$2.58M +$543K +22,908 +27%
LPL Financial
6
LPL Financial
California
$2.56M +$672K +28,350 +36%
Bank of America
7
Bank of America
North Carolina
$1.81M -$237K -10,002 -12%
CMP
8
Courage Miller Partners
Virginia
$1.24M -$21.5K -906 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.1M -$35.4K -1,494 -3%
MHS
10
M Holdings Securities
Oregon
$1.03M
Ameriprise
11
Ameriprise
Minnesota
$735K +$161K +6,804 +29%
MAS
12
Madden Advisory Services
Florida
$646K
UBS Group
13
UBS Group
Switzerland
$586K +$41.7K +1,758 +8%
VKH
14
Virtu KCG Holdings
New York
$528K -$155K -6,546 -23%
VF
15
Virtu Financial
New York
$503K -$89.6K -3,780 -15%
NPC
16
National Planning Corporation
California
$496K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$409K -$427 -18 -0.1%
AFP
18
Ausdal Financial Partners
Iowa
$385K -$17.8K -750 -4%
Citadel Advisors
19
Citadel Advisors
Florida
$336K -$2.91M -122,742 -90%
FAAS
20
First Allied Advisory Services
California
$331K +$1.71K +72 +0.5%
AHC
21
Adell Harriman & Carpenter
Texas
$324K
BO
22
BRR OpCo
Ohio
$306K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$233K -$10.8K -456 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$226K +$81.2K +3,426 +57%
AG
25
Advisor Group
Arizona
$208K -$220K -9,288 -52%

ISCG Hedge Fund Activity: Q3 2016 in Review

39 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q3 2016, worth a combined $29.2M — up 21% from $24.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ISCG positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $2.08M. The largest seller was Citadel Advisors, cutting an estimated $2.91M.

  • 39 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q3 2016, up from 38 in Q2 2016.
  • Funds reported $29.2M of iShares Morningstar Small-Cap Growth ETF stock for Q3 2016, up 21% quarter-over-quarter.
  • 2 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q3 2016 and 1 closed out, a net change of +1 holder.
  • The largest iShares Morningstar Small-Cap Growth ETF buyer in Q3 2016 was Jane Street, an estimated $2.08M added.
  • The largest iShares Morningstar Small-Cap Growth ETF seller in Q3 2016 was Citadel Advisors, an estimated $2.91M sold.

Based on aggregated 13F filings for Q3 2016.