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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

54 hedge funds and large institutions have $39M invested in iShares Morningstar Small-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$572K
2
Goldman Sachs
2
Goldman Sachs
New York
$5.97M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$377K
4
Bank of America
4
Bank of America
North Carolina
$4.3M
5
PAG
5
Private Advisor Group
New Jersey
$235K

Top Sellers

1
CS
1
Comerica Securities
Michigan
$0
2
Citigroup
2
Citigroup
New York
$198K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$863K
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$4.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$5.97M +$425K +13,758 +8%
Morgan Stanley
2
Morgan Stanley
New York
$4.49M -$51.4K -1,662 -1%
Bank of America
3
Bank of America
North Carolina
$4.3M +$238K +7,704 +6%
Ameriprise
4
Ameriprise
Minnesota
$3.67M +$5.94K +192 +0.2%
LPL Financial
5
LPL Financial
California
$3.43M +$145K +4,674 +4%
Wells Fargo
6
Wells Fargo
California
$3.23M +$167K +5,412 +5%
LFAS
7
Level Four Advisory Services
Texas
$2.04M +$18.6K +600 +0.9%
MHS
8
M Holdings Securities
Oregon
$1.41M – – –
CMP
9
Courage Miller Partners
Virginia
$1.18M -$46.5K -1,506 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$863K -$347K -11,232 -29%
MAS
11
Madden Advisory Services
Florida
$833K – – –
CPSAC
12
Chas P. Smith & Associates (CPS)
Florida
$756K -$31.5K -1,020 -4%
F
13
F3Logic
Minnesota
$641K +$641K +20,772 New
UBS Group
14
UBS Group
Switzerland
$602K +$47.4K +1,530 +9%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$572K +$572K +18,486 New
AG
16
Advisor Group
Arizona
$476K +$155K +4,992 +48%
AFP
17
Ausdal Financial Partners
Iowa
$441K -$32.3K -1,044 -7%
BO
18
BRR OpCo
Ohio
$394K – – –
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$377K +$377K +12,204 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$355K +$69.9K +2,256 +25%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$340K +$73.2K +2,370 +27%
AHC
22
Adell Harriman & Carpenter
Texas
$322K -$3.15K -102 -1%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$260K -$1.49K -48 -0.6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$252K -$11.1K -360 -4%
PAG
25
Private Advisor Group
New Jersey
$235K +$235K +7,590 New
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