iShares Morningstar Growth ETF
ILCG
108 hedge funds and large institutions have $404M invested in iShares Morningstar Growth ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
37% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 27
4% more funds holding
Funds holding: 104 → 108 (+4)
2% more capital invested
Capital invested by funds: $397M → $404M (+$7.59M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.48% less ownership
Funds ownership: 212.45% → 210.97% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$8.04M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.11M |
| 3 |
JP Morgan Chase
New York
|
+$5.08M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.61M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$3.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
-$35.6M |
| 2 |
Jane Street
New York
|
-$4.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.81M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.61M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$867K |
ILCG Hedge Fund Activity: Q2 2018 in Review
108 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2018, worth a combined $404M — up 1.9% from $397M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ILCG positions and 7 closed out — a net gain of 5 holders — while 37 added to existing stakes and 27 trimmed.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $8.04M. The largest seller was Axa, cutting an estimated $35.6M.
- 108 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2018, up from 104 in Q1 2018.
- Funds reported $404M of iShares Morningstar Growth ETF stock for Q2 2018, up 1.9% quarter-over-quarter.
- 12 funds opened new iShares Morningstar Growth ETF positions in Q2 2018 and 7 closed out, a net change of +5 holders.
- The largest iShares Morningstar Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $8.04M added.
- The largest iShares Morningstar Growth ETF seller in Q2 2018 was Axa, an estimated $35.6M sold.
Based on aggregated 13F filings for Q2 2018.