iShares Morningstar Growth ETF
ILCG
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.
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
9% more funds holding
Funds holding: 121 → 132 (+11)
0% more capital invested
Capital invested by funds: $468M → $470M (+$2.01M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
13.98% less ownership
Funds ownership: 238.22% → 224.24% (-14%)
14% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.82M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$4.37M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.21M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.01M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$37.1M |
| 2 |
Axa
Paris,
France
|
-$11.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.81M |
| 4 |
Morgan Stanley
New York
|
-$6.14M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.57M |
ILCG Hedge Fund Activity: Q1 2019 in Review
132 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2019, worth a combined $470M — up 0.43% from $468M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ILCG positions and 11 closed out — a net gain of 12 holders — while 36 added to existing stakes and 42 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.82M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $37.1M.
- 132 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2019, up from 121 in Q4 2018.
- Funds reported $470M of iShares Morningstar Growth ETF stock for Q1 2019, up 0.43% quarter-over-quarter.
- 23 funds opened new iShares Morningstar Growth ETF positions in Q1 2019 and 11 closed out, a net change of +12 holders.
- The largest iShares Morningstar Growth ETF buyer in Q1 2019 was LPL Financial, an estimated $6.82M added.
- The largest iShares Morningstar Growth ETF seller in Q1 2019 was Raymond James Financial Services Advisors, an estimated $37.1M sold.
Based on aggregated 13F filings for Q1 2019.