ISCG icon

iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

58 hedge funds and large institutions have $89.9M invested in iShares Morningstar Small-Cap Growth ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.7M
2
RJA
2
Raymond James & Associates
Florida
$4.07M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$351K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$344K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$34.2M
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$4.29M
4
LPL Financial
4
LPL Financial
California
$6.78M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$34.2M -$41.9M -66,648 -55%
Wells Fargo
2
Wells Fargo
California
$10.7M +$4.07M +114,768 +61%
LPL Financial
3
LPL Financial
California
$6.78M -$1.9M -53,694 -22%
Morgan Stanley
4
Morgan Stanley
New York
$4.68M -$1.22M -34,494 -21%
Bank of America
5
Bank of America
North Carolina
$4.64M +$132K +3,720 +3%
Goldman Sachs
6
Goldman Sachs
New York
$4.29M -$3.78M -106,752 -47%
RJA
7
Raymond James & Associates
Florida
$4.07M +$1.72M +48,390 +73%
UBS Group
8
UBS Group
Switzerland
$2.73M +$194K +5,466 +8%
LFAS
9
Level Four Advisory Services
Texas
$2.18M – – –
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$1.7M +$807K +22,764 +90%
MHS
11
M Holdings Securities
Oregon
$1.61M – – –
CMP
12
Courage Miller Partners
Virginia
$1.34M -$5.32K -150 -0.4%
MAS
13
Madden Advisory Services
Florida
$954K – – –
RJFSA
14
Raymond James Financial Services Advisors
Florida
$846K -$200K -5,640 -19%
CPSAC
15
Chas P. Smith & Associates (CPS)
Florida
$765K -$79.8K -2,250 -9%
MML Investors Services
16
MML Investors Services
Massachusetts
$705K +$177K +4,986 +33%
F
17
F3Logic
Minnesota
$700K -$36.1K -1,020 -5%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$698K +$292K +8,226 +72%
AG
19
Advisor Group
Arizona
$560K -$18.9K -534 -3%
AFP
20
Ausdal Financial Partners
Iowa
$500K -$5.32K -150 -1%
BO
21
BRR OpCo
Ohio
$422K -$29.8K -840 -7%
AHC
22
Adell Harriman & Carpenter
Texas
$369K – – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$364K +$58.6K +1,656 +19%
Citadel Advisors
24
Citadel Advisors
Florida
$351K +$351K +9,900 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$344K +$344K +9,690 New
1
2 3