ISCG icon

iShares Morningstar Small-Cap Growth ETF

58 hedge funds and large institutions have $63.1M invested in iShares Morningstar Small-Cap Growth ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$8.11M +$4.43M +134,004 +121%
Goldman Sachs
2
Goldman Sachs
New York
$7.54M +$1.15M +34,800 +18%
Jane Street
3
Jane Street
New York
$6.43M +$6.43M +194,376 New
Wells Fargo
4
Wells Fargo
California
$6.18M +$2.72M +82,200 +79%
Morgan Stanley
5
Morgan Stanley
New York
$5.51M +$708K +21,396 +15%
Bank of America
6
Bank of America
North Carolina
$4.21M -$393K -11,880 -9%
Ameriprise
7
Ameriprise
Minnesota
$4.01M +$75.8K +2,292 +2%
UBS Group
8
UBS Group
Switzerland
$2.37M +$1.72M +52,062 +268%
RJA
9
Raymond James & Associates
Florida
$2.2M +$2.2M +66,540 New
LFAS
10
Level Four Advisory Services
Texas
$2.03M -$147K -4,440 -7%
MHS
11
M Holdings Securities
Oregon
$1.5M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.42M +$807K +24,408 +132%
CMP
13
Courage Miller Partners
Virginia
$1.26M -$2.78K -84 -0.2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.1M +$695K +21,030 +172%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$976K +$52.6K +1,590 +6%
MAS
16
Madden Advisory Services
Florida
$891K
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$836K +$472K +14,250 +129%
CPSAC
18
Chas P. Smith & Associates (CPS)
Florida
$789K -$20.9K -630 -3%
F
19
F3Logic
Minnesota
$689K
AG
20
Advisor Group
Arizona
$541K +$31.8K +960 +6%
MML Investors Services
21
MML Investors Services
Massachusetts
$493K +$277K +8,370 +128%
AFP
22
Ausdal Financial Partners
Iowa
$472K
BO
23
BRR OpCo
Ohio
$422K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$355K
AHC
25
Adell Harriman & Carpenter
Texas
$345K