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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

62 hedge funds and large institutions have $84.2M invested in iShares Morningstar Small-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
21
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.11M
2
Jane Street
2
Jane Street
New York
$1.75M
3
Wells Fargo
3
Wells Fargo
California
$6.73M
4
UBS Group
4
UBS Group
Switzerland
$1.47M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$341K

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$6.5M
2
MHS
2
M Holdings Securities
Oregon
$0
3
LPL Financial
3
LPL Financial
California
$4.87M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.61M
5
WWM
5
Western Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
1
Searcy Financial Services
Kansas
$13.7M +$245K +7,224 +2%
Morgan Stanley
2
Morgan Stanley
New York
$11.9M +$43.6K +1,284 +0.4%
Wells Fargo
3
Wells Fargo
California
$6.73M +$967K +28,482 +17%
Allianz Asset Management
4
Allianz Asset Management
Germany
$6.5M -$3.31M -97,668 -34%
MTC
5
Matrix Trust Company
Colorado
$5.02M +$5.02M +147,966 New
LPL Financial
6
LPL Financial
California
$4.87M -$1.66M -49,038 -25%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.11M +$3.37M +99,366 +458%
Goldman Sachs
8
Goldman Sachs
New York
$4.1M – – –
Ameriprise
9
Ameriprise
Minnesota
$2.42M -$119K -3,486 -5%
Bank of America
10
Bank of America
North Carolina
$2.3M +$34.6K +1,020 +2%
AAS
11
Avantax Advisory Services
Texas
$2.17M +$166K +4,896 +8%
LFAS
12
Level Four Advisory Services
Texas
$2.11M +$135K +3,990 +7%
Jane Street
13
Jane Street
New York
$1.75M +$1.75M +51,408 New
Stifel Financial
14
Stifel Financial
Missouri
$1.61M -$966K -28,476 -37%
UBS Group
15
UBS Group
Switzerland
$1.47M +$817K +24,078 +124%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.29M +$143K +4,218 +12%
CMP
17
Courage Miller Partners
Virginia
$1.25M -$24.2K -714 -2%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$1.22M – – –
MAS
19
Madden Advisory Services
Florida
$914K – – –
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$731K +$63.5K +1,866 +10%
CPSAC
21
Chas P. Smith & Associates (CPS)
Florida
$715K -$5.09K -150 -0.7%
MML Investors Services
22
MML Investors Services
Massachusetts
$606K +$123K +3,618 +25%
F
23
F3Logic
Minnesota
$547K -$40.7K -1,200 -7%
TW
24
Towerpoint Wealth
California
$427K -$27.3K -786 -6%
FSC
25
Full Sail Capital
Oklahoma
$406K – – –
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