ISCG icon

iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.41M
2
CS
2
Comerica Securities
Michigan
$233K
3
Ameriprise
3
Ameriprise
Minnesota
$1.24M
4
Wells Fargo
4
Wells Fargo
California
$2.84M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$292K

Top Sellers

1
MIAN
1
Mariner Independent Advisor Network
Kansas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$0
4
VF
4
Virtu Financial
New York
$0
5
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$824K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.93M +$62.8K +2,340 +2%
Bank of America
2
Bank of America
North Carolina
$3.41M +$880K +32,802 +35%
LPL Financial
3
LPL Financial
California
$2.94M +$122K +4,542 +4%
Wells Fargo
4
Wells Fargo
California
$2.84M +$161K +6,006 +6%
LFAS
5
Level Four Advisory Services
Texas
$1.95M – – –
Ameriprise
6
Ameriprise
Minnesota
$1.24M +$172K +6,414 +16%
MHS
7
M Holdings Securities
Oregon
$1.22M – – –
CMP
8
Courage Miller Partners
Virginia
$1.16M +$1.45K +54 +0.1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.13M -$75.3K -2,808 -6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.09M +$13.2K +492 +1%
CPSAC
11
Chas P. Smith & Associates (CPS)
Florida
$824K -$183K -6,810 -18%
MAS
12
Madden Advisory Services
Florida
$722K – – –
UBS Group
13
UBS Group
Switzerland
$543K -$14.5K -540 -3%
NPC
14
National Planning Corporation
California
$535K +$21K +780 +4%
AFP
15
Ausdal Financial Partners
Iowa
$421K -$805 -30 -0.2%
BO
16
BRR OpCo
Ohio
$342K – – –
AIP
17
Almanack Investment Partners
Pennsylvania
$292K +$141K +5,238 +93%
AHC
18
Adell Harriman & Carpenter
Texas
$282K -$20.9K -780 -7%
AG
19
Advisor Group
Arizona
$240K -$12.8K -474 -5%
CS
20
Comerica Securities
Michigan
$233K +$233K +8,706 New
CIBC World Market
21
CIBC World Market
Ontario, Canada
$227K – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$224K -$78.6K -2,928 -26%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$217K +$4.83K +180 +2%
PAG
24
Private Advisor Group
New Jersey
$210K -$961 -36 -0.5%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$187K -$7.71K -288 -4%
1
2