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iShares Morningstar Growth ETF
ILCG

106 hedge funds and large institutions have $362M invested in iShares Morningstar Growth ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

13% more capital invested

Capital invested by funds: $320M → $362M (+$41.6M)

12% more funds holding

Funds holding: 95 → 106 (+11)

8.78% more ownership

Funds ownership: 198.84% → 207.62% (+8.8%)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
106
Holders Change
+11
Holders Change %
+11.58%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
27
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Axa
Axa
France
+$19M
2
CA
Clearstead Advisors
Ohio
+$2.59M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.45M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.51M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.37M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.51M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.19M
4
Jane Street
Jane Street
New York
-$2.49M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
26
Twin Focus Capital Partners
Massachusetts
$1.98M -$17.4K -570 -0.9%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$1.95M +$162K +5,325 +9%
CMP
28
Courage Miller Partners
Virginia
$1.91M -$403K -13,220 -18%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.78M -$49K -1,605 -3%
CF
30
Centaurus Financial
California
$1.74M +$1.7M +55,690 New
ECM
31
ETrade Capital Management
Virginia
$1.66M -$1.98K -65 -0.1%
KA
32
Kovack Advisors
Florida
$1.56M +$7.63K +250 +0.5%
MWM
33
Marietta Wealth Management
Georgia
$1.5M +$168K +5,520 +13%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.41M -$2.41M -78,885 -64%
RWP
35
RWA Wealth Partners
Massachusetts
$1.26M -$11.1K -365 -0.9%
CA
36
Cetera Advisors
Colorado
$1.13M -$354K -11,615 -24%
PCIA
37
Prime Capital Investment Advisors
Kansas
$994K +$969K +31,750 New
BWM
38
Baystate Wealth Management
Massachusetts
$986K -$8.69K -285 -1%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$918K -$45.8K -1,500 -5%
SB
40
Suntrust Banks
Georgia
$886K +$50.9K +1,670 +5%
TH
41
Timber Hill
Connecticut
$879K -$180K -5,915 -17%
US Bancorp
42
US Bancorp
Minnesota
$761K -$114K -3,735 -13%
IH
43
IFC Holdings
Florida
$687K -$69.4K -2,275 -9%
MFS
44
Madrona Financial Services
Washington
$682K +$665K +21,800 New
CAL
45
Capital Advisors Ltd
Ohio
$645K -$25.6K -840 -4%
MC
46
Moors & Cabot
Massachusetts
$626K – – –
Stifel Financial
47
Stifel Financial
Missouri
$594K +$4.58K +150 +0.8%
WBG
48
Wharton Business Group
Pennsylvania
$584K – – –
RJA
49
Raymond James & Associates
Florida
$512K +$107K +3,505 +27%
PA
50
Pinnacle Associates
New York
$490K +$458 +15 +0.1%
1
2
3 4 5

ILCG Hedge Fund Activity: Q4 2017 in Review

106 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2017, worth a combined $362M — up 13% from $320M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ILCG positions and 10 closed out — a net gain of 11 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was Axa, adding an estimated $19M. The largest seller was Goldman Sachs, exiting entirely with an estimated $7.3M sold.

  • 106 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2017, up from 95 in Q3 2017.
  • Funds reported $362M of iShares Morningstar Growth ETF stock for Q4 2017, up 13% quarter-over-quarter.
  • 21 funds opened new iShares Morningstar Growth ETF positions in Q4 2017 and 10 closed out, a net change of +11 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q4 2017 was Axa, an estimated $19M added.
  • The largest iShares Morningstar Growth ETF seller in Q4 2017 was Goldman Sachs, an estimated $7.3M sold.

Based on aggregated 13F filings for Q4 2017.