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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

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.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
6
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$4.96M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.18M
3
Jane Street
3
Jane Street
New York
$770K
4
Ameriprise
4
Ameriprise
Minnesota
$1.88M
5
TW
5
Towerpoint Wealth
California
$372K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.35M
2
RJA
2
Raymond James & Associates
Florida
$269K
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$0
4
UBS Group
4
UBS Group
Switzerland
$541K
5
LPL Financial
5
LPL Financial
California
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
1
Allianz Asset Management
Germany
$4.96M +$4.96M +178,818 New
Wells Fargo
2
Wells Fargo
California
$4.35M -$4.02M -144,864 -48%
LPL Financial
3
LPL Financial
California
$3.92M -$1.38M -49,860 -26%
Morgan Stanley
4
Morgan Stanley
New York
$3.91M +$249K +8,958 +7%
Goldman Sachs
5
Goldman Sachs
New York
$3.34M -$16.6K -600 -0.5%
Bank of America
6
Bank of America
North Carolina
$2.62M -$1.01M -36,306 -28%
Ameriprise
7
Ameriprise
Minnesota
$1.88M +$376K +13,590 +25%
LFAS
8
Level Four Advisory Services
Texas
$1.65M -$49.9K -1,800 -3%
MHS
9
M Holdings Securities
Oregon
$1.26M – – –
AAS
10
Avantax Advisory Services
Texas
$1.26M +$1.26M +45,330 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.18M +$908K +32,736 +338%
CMP
12
Courage Miller Partners
Virginia
$1.05M – – –
Jane Street
13
Jane Street
New York
$770K +$770K +27,768 New
MAS
14
Madden Advisory Services
Florida
$747K – – –
CPSAC
15
Chas P. Smith & Associates (CPS)
Florida
$599K – – –
UBS Group
16
UBS Group
Switzerland
$541K -$1.6M -57,486 -75%
MML Investors Services
17
MML Investors Services
Massachusetts
$523K -$28.8K -1,038 -5%
F
18
F3Logic
Minnesota
$501K -$46.9K -1,692 -9%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$475K -$71.5K -2,574 -13%
IDA
20
Intelligence Driven Advisers
California
$375K +$375K +13,512 New
TW
21
Towerpoint Wealth
California
$372K +$372K +13,404 New
BO
22
BRR OpCo
Ohio
$330K – – –
WWM
23
Western Wealth Management
Colorado
$315K +$315K +11,340 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$301K +$16.1K +582 +6%
AHC
25
Adell Harriman & Carpenter
Texas
$289K – – –
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