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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

61 hedge funds and large institutions have $78.3M invested in iShares Morningstar Small-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
16
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Searcy Financial Services
Kansas
$13.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.6M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$9.62M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.53M
5
LPL Financial
5
LPL Financial
California
$6.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.22M
2
Jane Street
2
Jane Street
New York
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.13M
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
1
Searcy Financial Services
Kansas
$13.2M +$13.2M +396,204 New
Morgan Stanley
2
Morgan Stanley
New York
$11.6M +$6.94M +208,704 +148%
Allianz Asset Management
3
Allianz Asset Management
Germany
$9.62M +$3.67M +110,400 +62%
LPL Financial
4
LPL Financial
California
$6.4M +$1.7M +51,054 +36%
Wells Fargo
5
Wells Fargo
California
$5.65M +$440K +13,230 +8%
Goldman Sachs
6
Goldman Sachs
New York
$4.01M +$5.19K +156 +0.1%
Stifel Financial
7
Stifel Financial
Missouri
$2.53M +$2.53M +75,960 New
Ameriprise
8
Ameriprise
Minnesota
$2.47M +$205K +6,174 +9%
Bank of America
9
Bank of America
North Carolina
$2.22M -$924K -27,786 -29%
AAS
10
Avantax Advisory Services
Texas
$1.96M +$456K +13,704 +30%
LFAS
11
Level Four Advisory Services
Texas
$1.94M -$44.3K -1,332 -2%
MHS
12
M Holdings Securities
Oregon
$1.74M +$226K +6,810 +15%
CMP
13
Courage Miller Partners
Virginia
$1.24M -$15.4K -462 -1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1.22M +$1.2M +138,756 +5,391%
TC
15
TAP Consulting
Missouri
$1.13M +$1.13M +34,014 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.13M -$286K -8,592 -20%
MAS
17
Madden Advisory Services
Florida
$895K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$721K +$448K +13,482 +164%
CPSAC
19
Chas P. Smith & Associates (CPS)
Florida
$706K -$12K -360 -2%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$653K +$83.8K +2,520 +15%
UBS Group
21
UBS Group
Switzerland
$643K -$4.58K -138 -0.7%
F
22
F3Logic
Minnesota
$577K -$24K -720 -4%
MML Investors Services
23
MML Investors Services
Massachusetts
$473K -$153K -4,620 -24%
WWM
24
Western Wealth Management
Colorado
$468K +$90.8K +2,730 +24%
IDA
25
Intelligence Driven Advisers
California
$455K +$5.39K +162 +1%
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