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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

112 hedge funds and large institutions have $495M invested in iShares Morningstar Growth ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
44
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$8.32M
2
LPL Financial
LPL Financial
California
+$7.04M
3
Morgan Stanley
Morgan Stanley
New York
+$6.97M
4
RJA
Raymond James & Associates
Florida
+$4.45M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.02M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.81M
2
Goldman Sachs
Goldman Sachs
New York
-$3.45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.8M
4
CF
Centaurus Financial
California
-$2.36M
5
UBS Group
UBS Group
Switzerland
-$947K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$3.21M +$356K +9,580 +12%
PAG
27
Private Advisor Group
New Jersey
$2.89M +$2.47M +66,485 +587%
CAN
28
Cetera Advisor Networks
California
$2.83M +$339K +9,130 +14%
MBA
29
McQueen Ball & Associates
Pennsylvania
$2.43M – – –
TFCP
30
Twin Focus Capital Partners
Massachusetts
$2.35M – – –
MWM
31
Marietta Wealth Management
Georgia
$2.1M +$51.7K +1,390 +3%
BAMG
32
Brand Asset Management Group
Missouri
$1.94M – – –
KA
33
Kovack Advisors
Florida
$1.7M -$230K -6,195 -12%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.57M -$4.1K -110 -0.3%
PCIA
35
Prime Capital Investment Advisors
Kansas
$1.56M +$232K +6,250 +18%
ECM
36
ETrade Capital Management
Virginia
$1.41M -$115K -3,090 -8%
CMP
37
Courage Miller Partners
Virginia
$1.4M -$47.2K -1,270 -3%
RWP
38
RWA Wealth Partners
Massachusetts
$1.37M -$13.9K -375 -1%
IWM
39
IHT Wealth Management
Illinois
$1.29M +$807K +21,710 +168%
CA
40
Cetera Advisors
Colorado
$1.22M +$73.5K +1,975 +6%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.09M -$25.5K -685 -2%
BTS
42
BB&T Securities
Virginia
$1.07M +$45.3K +1,220 +4%
Stifel Financial
43
Stifel Financial
Missouri
$949K +$541K +14,580 +133%
US Bancorp
44
US Bancorp
Minnesota
$833K -$14.5K -390 -2%
MFS
45
Madrona Financial Services
Washington
$810K – – –
BWM
46
Baystate Wealth Management
Massachusetts
$793K -$5.16K -150 -0.6%
CAL
47
Capital Advisors Ltd
Ohio
$766K – – –
ACP
48
Arcus Capital Partners
Georgia
$708K +$28.4K +765 +4%
TRCT
49
Tower Research Capital (TRC)
New York
$665K -$471K -12,660 -41%
SHCM
50
Stokes & Hubbell Capital Management
Louisiana
$658K +$62.5K +1,680 +10%
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