iShares Morningstar Small-Cap Growth ETF
ISCG
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.
95% more capital invested
Capital invested by funds: $40.2M → $78.3M (+$38.1M)
94.15% more ownership
Funds ownership: 152.37% → 246.52% (+94%)
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
5% more funds holding
Funds holding: 58 → 61 (+3)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Searcy Financial Services
Overland Park,
Kansas
|
+$12.6M |
| 2 |
Morgan Stanley
New York
|
+$6.64M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.41M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$3.51M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$2.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$884K |
| 2 |
Jane Street
New York
|
-$770K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$273K |
| 4 |
SG Americas Securities
New York
|
-$216K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$201K |
ISCG Hedge Fund Activity: Q1 2019 in Review
61 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q1 2019, worth a combined $78.3M — up 95% from $40.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ISCG positions and 8 closed out — a net gain of 3 holders — while 16 added to existing stakes and 15 trimmed.
The largest buyer was Searcy Financial Services, opening a new position worth an estimated $12.6M. The largest seller was Bank of America, cutting an estimated $884K.
- 61 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q1 2019, up from 58 in Q4 2018.
- Funds reported $78.3M of iShares Morningstar Small-Cap Growth ETF stock for Q1 2019, up 95% quarter-over-quarter.
- 11 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q1 2019 and 8 closed out, a net change of +3 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q1 2019 was Searcy Financial Services, an estimated $12.6M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q1 2019 was Bank of America, an estimated $884K sold.
Based on aggregated 13F filings for Q1 2019.