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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

121 hedge funds and large institutions have $468M invested in iShares Morningstar Growth ETF in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
38
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$31.4M
2
Bank of America
Bank of America
North Carolina
+$6.91M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.12M
4
LPL Financial
LPL Financial
California
+$4.44M
5
Jane Street
Jane Street
New York
+$3.5M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.55M
2
AG
Advisor Group
Arizona
-$2.32M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.74M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$848K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$824K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$3.15M -$780K -24,600 -20%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$3.06M +$27.4K +865 +0.9%
JIC
28
Johnson Investment Counsel
Ohio
$2.85M -$79.2K -2,500 -3%
AAS
29
Avantax Advisory Services
Texas
$2.78M +$2.78M +87,625 New
FAIM
30
Financial Advocates Investment Management
Washington
$2.76M +$2.76M +87,040 New
CAN
31
Cetera Advisor Networks
California
$2.44M +$26K +820 +1%
RJA
32
Raymond James & Associates
Florida
$2.18M -$2.55M -80,395 -54%
MBA
33
McQueen Ball & Associates
Pennsylvania
$2.07M – – –
TFCP
34
Twin Focus Capital Partners
Massachusetts
$2.01M – – –
MWM
35
Marietta Wealth Management
Georgia
$1.92M +$129K +4,055 +7%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$1.91M -$824K -25,975 -30%
TW
37
Towerpoint Wealth
California
$1.83M +$1.83M +57,630 New
US Bancorp
38
US Bancorp
Minnesota
$1.8M +$1.09M +34,405 +154%
Citadel Advisors
39
Citadel Advisors
Florida
$1.74M +$1.74M +55,005 New
BAMG
40
Brand Asset Management Group
Missouri
$1.64M -$10.9K -345 -0.7%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.37M +$31.7K +1,000 +2%
KA
42
Kovack Advisors
Florida
$1.28M -$168K -5,290 -12%
ECM
43
ETrade Capital Management
Virginia
$1.22M +$22.5K +710 +2%
PCIA
44
Prime Capital Investment Advisors
Kansas
$1.21M -$119K -3,745 -9%
CMP
45
Courage Miller Partners
Virginia
$1.19M -$951 -30 -0.1%
IWM
46
IHT Wealth Management
Illinois
$1.12M +$17.4K +550 +2%
RWP
47
RWA Wealth Partners
Massachusetts
$1.07M -$101K -3,190 -9%
CA
48
Cetera Advisors
Colorado
$989K -$47K -1,480 -5%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$930K – – –
GIA
50
Gladstone Institutional Advisory
Florida
$859K +$859K +27,080 New
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