iShares Morningstar Small-Cap Growth ETF
ISCG
42 hedge funds and large institutions have $27.2M invested in iShares Morningstar Small-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
0% more funds holding
Funds holding: 42 → 42 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.3% less ownership
Funds ownership: 23.95% → 22.66% (-1.3%)
43% less capital inflows, than outflows
Capital inflows: $1.89M | Capital outflows: $3.34M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$856K |
| 2 |
Comerica Securities
Detroit,
Michigan
|
+$227K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$167K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$157K |
| 5 |
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.78M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$580K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$326K |
| 4 |
Virtu Financial
New York
|
-$263K |
| 5 |
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
-$178K |
ISCG Hedge Fund Activity: Q2 2017 in Review
42 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q2 2017, worth a combined $27.2M — down 0.57% from $27.4M a quarter earlier.
Fund positioning in ISCG was balanced in Q2 2017: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 10 trimmed.
The largest buyer was Bank of America, adding an estimated $856K. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $1.78M sold.
- 42 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $27.2M of iShares Morningstar Small-Cap Growth ETF stock for Q2 2017, down 0.57% quarter-over-quarter.
- 4 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q2 2017 and 4 closed out, a net change of 0 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q2 2017 was Bank of America, an estimated $856K added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q2 2017 was Mariner Independent Advisor Network, an estimated $1.78M sold.
Based on aggregated 13F filings for Q2 2017.