iShares Morningstar Small-Cap Growth ETF
ISCG
116 hedge funds and large institutions have $489M invested in iShares Morningstar Small-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 3 closing their positions.
1,167% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 3
324% more capital invested
Capital invested by funds: $115M → $489M (+$374M)
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
151.97% more ownership
Funds ownership: 273.72% → 425.68% (+152%)
89% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 18
41% more funds holding
Funds holding: 82 → 116 (+34)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
+$61.8M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$61.8M |
| 3 |
Morgan Stanley
New York
|
+$32.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$22.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$5.88M |
| 2 |
Goldman Sachs
New York
|
-$2.62M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
-$1.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$419K |
| 5 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
-$340K |
ISCG Hedge Fund Activity: Q4 2020 in Review
116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Growth ETF (ISCG) for Q4 2020, worth a combined $489M — up 324% from $115M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new ISCG positions and 3 closed out — a net gain of 35 holders — while 34 added to existing stakes and 18 trimmed.
The largest buyer was AdvisorShares Investments, opening a new position worth an estimated $61.8M. The largest seller was Avantax Advisory Services, cutting an estimated $5.88M.
- 116 institutional investors held iShares Morningstar Small-Cap Growth ETF (ISCG) as of Q4 2020, up from 82 in Q3 2020.
- Funds reported $489M of iShares Morningstar Small-Cap Growth ETF stock for Q4 2020, up 324% quarter-over-quarter.
- 38 funds opened new iShares Morningstar Small-Cap Growth ETF positions in Q4 2020 and 3 closed out, a net change of +35 holders.
- The largest iShares Morningstar Small-Cap Growth ETF buyer in Q4 2020 was AdvisorShares Investments, an estimated $61.8M added.
- The largest iShares Morningstar Small-Cap Growth ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $5.88M sold.
Based on aggregated 13F filings for Q4 2020.