iShares Morningstar Small-Cap Growth ETF
ISCG
58 hedge funds and large institutions have $40.2M invested in iShares Morningstar Small-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 13 closing their positions.
0% more funds holding
Funds holding: 58 → 58 (0)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
1.68% less ownership
Funds ownership: 27.08% → 25.39% (-1.7%)
35% less capital inflows, than outflows
Capital inflows: $11.3M | Capital outflows: $17.3M
68% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$5.48M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1M |
| 3 |
Jane Street
New York
|
+$851K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$417K |
| 5 |
TW
Towerpoint Wealth
Sacramento,
California
|
+$411K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.44M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
-$3.23M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.76M |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.7M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.53M |
ISCG Hedge Fund Activity: Q4 2018 in Review
58 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2018, worth a combined $40.2M — down 55% from $89.9M a quarter earlier.
Fund positioning in ISCG was balanced in Q4 2018: 13 funds opened new positions, 13 closed out, 6 added to existing stakes and 19 trimmed.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $5.48M. The largest seller was Wells Fargo, cutting an estimated $4.44M.
- 58 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $40.2M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2018, down 55% quarter-over-quarter.
- 13 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2018 and 13 closed out, a net change of 0 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2018 was Allianz Asset Management, an estimated $5.48M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2018 was Wells Fargo, an estimated $4.44M sold.
Based on aggregated 13F filings for Q4 2018.