iShares Morningstar Small-Cap Growth ETF
ISCG
42 hedge funds and large institutions have $27.4M invested in iShares Morningstar Small-Cap Growth ETF in 2017 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
8% more funds holding
Funds holding: 39 → 42 (+3)
6% less capital invested
Capital invested by funds: $29.1M → $27.4M (-$1.72M)
7.02% less ownership
Funds ownership: 150.74% → 143.72% (-7%)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.75M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$321K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$317K |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$267K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.57M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$300K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$260K |
| 4 |
VF
Virtu Financial
New York
|
-$211K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$143K |
ISCG Hedge Fund Activity: Q1 2017 in Review
42 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q1 2017, worth a combined $27.4M — down 5.9% from $29.1M 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 Mariner Independent Advisor Network, opening a new position worth an estimated $1.75M. The largest seller was Susquehanna International Group, cutting an estimated $5.57M.
- 42 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q1 2017, up from 39 in Q4 2016.
- Funds reported $27.4M of iShares Morningstar Small-Cap Growth ETF stock for Q1 2017, down 5.9% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q1 2017 and 2 closed out, a net change of +4 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q1 2017 was Mariner Independent Advisor Network, an estimated $1.75M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q1 2017 was Susquehanna International Group, an estimated $5.57M sold.
Based on aggregated 13F filings for Q1 2017.