iShares Morningstar Small-Cap Growth ETF
ISCG
69 hedge funds and large institutions have $92.7M invested in iShares Morningstar Small-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
11% more funds holding
Funds holding: 62 → 69 (+7)
0.09% less ownership
Funds ownership: 43.43% → 43.34% (-0.09%)
23% less capital inflows, than outflows
Capital inflows: $15.7M | Capital outflows: $20.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.76M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.26M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.02M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$837K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$599K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$8.45M |
| 2 |
Morgan Stanley
New York
|
-$6.1M |
| 3 |
Advisor Group
Phoenix,
Arizona
|
-$2.67M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$793K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$687K |
ISCG Hedge Fund Activity: Q4 2019 in Review
69 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2019, worth a combined $92.7M — up 3.5% from $89.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ISCG positions and 3 closed out — a net gain of 7 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.76M. The largest seller was Allianz Asset Management, cutting an estimated $8.45M.
- 69 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2019, up from 62 in Q3 2019.
- Funds reported $92.7M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2019, up 3.5% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2019 and 3 closed out, a net change of +7 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2019 was Citadel Advisors, an estimated $3.76M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2019 was Allianz Asset Management, an estimated $8.45M sold.
Based on aggregated 13F filings for Q4 2019.