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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
37
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$7.31M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.73M
4
AG
Advisor Group
Arizona
+$3.63M
5
LPL Financial
LPL Financial
California
+$2.48M

Top Sellers

1
Axa
Axa
France
-$36.6M
2
Jane Street
Jane Street
New York
-$4.88M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.81M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.69M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$891K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$2.34M -$139K -3,990 -6%
MBA
27
McQueen Ball & Associates
Pennsylvania
$2.28M – – –
TFCP
28
Twin Focus Capital Partners
Massachusetts
$2.21M – – –
CF
29
Centaurus Financial
California
$2.16M +$219K +6,260 +11%
MWM
30
Marietta Wealth Management
Georgia
$1.93M +$206K +5,890 +12%
BAMG
31
Brand Asset Management Group
Missouri
$1.82M +$1.82M +52,055 New
KA
32
Kovack Advisors
Florida
$1.81M +$43.7K +1,250 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.63M +$68.1K +1,950 +4%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.48M -$74.3K -2,130 -5%
ECM
35
ETrade Capital Management
Virginia
$1.43M -$13.1K -375 -0.9%
CMP
36
Courage Miller Partners
Virginia
$1.36M -$25.5K -730 -2%
RWP
37
RWA Wealth Partners
Massachusetts
$1.3M -$59.6K -1,705 -4%
PCIA
38
Prime Capital Investment Advisors
Kansas
$1.25M +$140K +4,000 +13%
CA
39
Cetera Advisors
Colorado
$1.07M -$67.3K -1,925 -6%
TRCT
40
Tower Research Capital (TRC)
New York
$1.07M +$291K +8,330 +38%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.05M +$23.9K +685 +2%
RJA
42
Raymond James & Associates
Florida
$1.03M +$57.8K +1,655 +6%
BTS
43
BB&T Securities
Virginia
$958K -$8.03K -230 -0.8%
BWM
44
Baystate Wealth Management
Massachusetts
$828K -$5.18K -145 -0.6%
US Bancorp
45
US Bancorp
Minnesota
$796K -$50.8K -1,455 -6%
MFS
46
Madrona Financial Services
Washington
$762K – – –
CAL
47
Capital Advisors Ltd
Ohio
$720K – – –
ACP
48
Arcus Capital Partners
Georgia
$638K +$54.1K +1,550 +9%
BRWA
49
B. Riley Wealth Advisors
Florida
$637K +$1.4K +40 +0.2%
KLI
50
Kelman-Lazarov Inc
Tennessee
$616K +$86.2K +2,470 +16%
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