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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

104 hedge funds and large institutions have $397M invested in iShares Morningstar Growth ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
33
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.04M
2
Goldman Sachs
Goldman Sachs
New York
+$7.79M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.81M
4
CA
Clearstead Advisors
Ohio
+$2.76M
5
Axa
Axa
France
+$1.9M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.22M
2
AG
Advisor Group
Arizona
-$1.78M
3
LPL Financial
LPL Financial
California
-$1.04M
4
Bank of America
Bank of America
North Carolina
-$916K
5
SB
Suntrust Banks
Georgia
-$886K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$2.33M +$37.3K +1,140 +2%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$2.26M +$226K +6,895 +11%
MBA
28
McQueen Ball & Associates
Pennsylvania
$2.14M – – –
TFCP
29
Twin Focus Capital Partners
Massachusetts
$2.07M – – –
CF
30
Centaurus Financial
California
$1.82M -$1.15K -35 -0.1%
KA
31
Kovack Advisors
Florida
$1.66M +$23.1K +705 +1%
MWM
32
Marietta Wealth Management
Georgia
$1.61M +$45.9K +1,400 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.47M -$394K -12,030 -21%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.45M -$20.9K -640 -1%
ECM
35
ETrade Capital Management
Virginia
$1.35M -$381K -11,645 -22%
CMP
36
Courage Miller Partners
Virginia
$1.3M -$706K -21,555 -35%
RWP
37
RWA Wealth Partners
Massachusetts
$1.27M -$41.9K -1,280 -3%
CA
38
Cetera Advisors
Colorado
$1.06M -$119K -3,655 -10%
PCIA
39
Prime Capital Investment Advisors
Kansas
$1.04M -$3.28K -100 -0.3%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$961K – – –
RJA
41
Raymond James & Associates
Florida
$907K +$371K +11,305 +69%
BTS
42
BB&T Securities
Virginia
$906K +$444K +13,545 +96%
EFS
43
Essex Financial Services
Connecticut
$828K +$828K +25,275 New
US Bancorp
44
US Bancorp
Minnesota
$795K -$2.95K -90 -0.4%
BWM
45
Baystate Wealth Management
Massachusetts
$772K -$190K -5,755 -20%
TRCT
46
Tower Research Capital (TRC)
New York
$728K +$235K +7,155 +48%
MFS
47
Madrona Financial Services
Washington
$714K – – –
CAL
48
Capital Advisors Ltd
Ohio
$675K – – –
WBG
49
Wharton Business Group
Pennsylvania
$611K – – –
BRWA
50
B. Riley Wealth Advisors
Florida
$596K +$348K +10,615 +140%
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