iShares Morningstar Small-Cap Growth ETF
ISCG
73 hedge funds and large institutions have $92.5M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
30% more capital invested
Capital invested by funds: $71.1M → $92.5M (+$21.4M)
20% more funds holding
Funds holding: 61 → 73 (+12)
4.42% less ownership
Funds ownership: 266.27% → 261.85% (-4.4%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.14M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.92M |
| 3 |
Morgan Stanley
New York
|
+$2.21M |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$1.26M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.83M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.79M |
| 3 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
-$3.52M |
| 4 |
Jane Street
New York
|
-$762K |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$501K |
ISCG Hedge Fund Activity: Q2 2020 in Review
73 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q2 2020, worth a combined $92.5M — up 30% from $71.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ISCG positions and 2 closed out — a net gain of 12 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.14M. The largest seller was Royal Bank of Canada, cutting an estimated $6.83M.
- 73 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q2 2020, up from 61 in Q1 2020.
- Funds reported $92.5M of iShares Morningstar Small-Cap Growth ETF stock for Q2 2020, up 30% quarter-over-quarter.
- 14 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q2 2020 and 2 closed out, a net change of +12 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q2 2020 was Wells Fargo, an estimated $3.14M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q2 2020 was Royal Bank of Canada, an estimated $6.83M sold.
Based on aggregated 13F filings for Q2 2020.