ISCG icon

iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

46 hedge funds and large institutions have $35.8M invested in iShares Morningstar Small-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$598K
2
Ameriprise
2
Ameriprise
Minnesota
$3.55M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$258K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.39M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$186K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$5.36M
2
NPC
2
National Planning Corporation
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
LFAS
4
Level Four Advisory Services
Texas
$1.95M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$5.36M -$637K -21,312 -11%
Morgan Stanley
2
Morgan Stanley
New York
$4.39M +$179K +6,000 +4%
Bank of America
3
Bank of America
North Carolina
$3.93M +$45.2K +1,512 +1%
Ameriprise
4
Ameriprise
Minnesota
$3.55M +$406K +13,566 +13%
LPL Financial
5
LPL Financial
California
$3.18M -$185K -6,186 -5%
Wells Fargo
6
Wells Fargo
California
$2.97M +$67.3K +2,250 +2%
LFAS
7
Level Four Advisory Services
Texas
$1.95M -$321K -10,734 -14%
MHS
8
M Holdings Securities
Oregon
$1.36M – – –
CMP
9
Courage Miller Partners
Virginia
$1.19M -$102K -3,408 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.17M -$14.7K -492 -1%
MAS
11
Madden Advisory Services
Florida
$805K – – –
CPSAC
12
Chas P. Smith & Associates (CPS)
Florida
$762K -$63.7K -2,130 -8%
Citigroup
13
Citigroup
New York
$598K +$406K +13,578 +211%
UBS Group
14
UBS Group
Switzerland
$536K +$1.62K +54 +0.3%
CS
15
Comerica Securities
Michigan
$481K +$36.3K +1,212 +8%
AFP
16
Ausdal Financial Partners
Iowa
$458K -$42K -1,404 -8%
BO
17
BRR OpCo
Ohio
$381K – – –
AHC
18
Adell Harriman & Carpenter
Texas
$315K – – –
AG
19
Advisor Group
Arizona
$312K +$74.8K +2,490 +32%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$275K -$7.17K -240 -3%
FAIM
21
Financial Advocates Investment Management
Washington
$262K +$262K +8,760 New
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$258K +$258K +8,640 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$255K +$13.4K +450 +6%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$253K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$186K +$94.1K +3,144 +102%
1
2