iShares Morningstar Small-Cap Growth ETF
ISCG
62 hedge funds and large institutions have $89.6M invested in iShares Morningstar Small-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
25.56% more ownership
Funds ownership: 235% → 260.56% (+26%)
6% more capital invested
Capital invested by funds: $84.2M → $89.6M (+$5.42M)
0% more funds holding
Funds holding: 62 → 62 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$3.81M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.53M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.75M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.56M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$1.61M |
| 2 |
Jane Street
New York
|
-$787K |
| 3 |
LPL Financial
San Diego,
California
|
-$698K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$206K |
| 5 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
-$206K |
ISCG Hedge Fund Activity: Q3 2019 in Review
62 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q3 2019, worth a combined $89.6M — up 6.4% from $84.2M a quarter earlier.
Fund positioning in ISCG was balanced in Q3 2019: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 14 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $3.81M. The largest seller was Stifel Financial, exiting entirely with an estimated $1.61M sold.
- 62 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $89.6M of iShares Morningstar Small-Cap Growth ETF stock for Q3 2019, up 6.4% quarter-over-quarter.
- 5 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q3 2019 and 5 closed out, a net change of 0 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q3 2019 was Allianz Asset Management, an estimated $3.81M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q3 2019 was Stifel Financial, an estimated $1.61M sold.
Based on aggregated 13F filings for Q3 2019.