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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

132 hedge funds and large institutions have $470M invested in iShares Morningstar Growth ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
36
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.17M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.42M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.11M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.63M
5
AAS
Avantax Advisory Services
Texas
+$1.41M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$39M
2
Axa
Axa
France
-$11.8M
3
Wells Fargo
Wells Fargo
California
-$8.21M
4
Morgan Stanley
Morgan Stanley
New York
-$6.45M
5
Bank of America
Bank of America
North Carolina
-$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$2.88M +$1.63M +125,685 +130%
MWM
27
Marietta Wealth Management
Georgia
$2.84M +$622K +17,015 +28%
CAN
28
Cetera Advisor Networks
California
$2.83M +$15.2K +415 +0.5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.41M -$3.49M -95,570 -59%
TFCP
30
Twin Focus Capital Partners
Massachusetts
$2.31M – – –
TC
31
TAP Consulting
Missouri
$2.23M +$2.23M +60,935 New
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$2.18M -$27.1K -740 -1%
TW
33
Towerpoint Wealth
California
$2.08M -$25K -685 -1%
US Bancorp
34
US Bancorp
Minnesota
$2.06M -$13.7K -375 -0.7%
PCIA
35
Prime Capital Investment Advisors
Kansas
$1.82M +$421K +11,515 +30%
BAMG
36
Brand Asset Management Group
Missouri
$1.81M -$81.7K -2,235 -4%
RJA
37
Raymond James & Associates
Florida
$1.75M -$757K -20,710 -30%
KA
38
Kovack Advisors
Florida
$1.62M +$144K +3,930 +10%
Creative Planning
39
Creative Planning
Kansas
$1.62M +$1.33M +36,350 +465%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.61M -$3.48M -95,185 -68%
DC
41
Davenport & Co
Virginia
$1.6M +$1.17M +32,085 +278%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.5M -$81.8K -2,240 -5%
ECM
43
ETrade Capital Management
Virginia
$1.4M -$11.2K -305 -0.8%
CMP
44
Courage Miller Partners
Virginia
$1.36M -$7.5K -205 -0.5%
RWP
45
RWA Wealth Partners
Massachusetts
$1.17M -$61.1K -1,670 -5%
CA
46
Cetera Advisors
Colorado
$1.13M -$10.8K -295 -0.9%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.07M – – –
GIA
48
Gladstone Institutional Advisory
Florida
$1.04M +$47.7K +1,305 +5%
TRCT
49
Tower Research Capital (TRC)
New York
$938K +$427K +11,665 +83%
GWM
50
Geneos Wealth Management
Colorado
$886K +$160K +4,375 +22%
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