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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

128 hedge funds and large institutions have $511M invested in iShares Morningstar Growth ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
36
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
Advisor Group
Arizona
+$9.29M
2
Bank of America
Bank of America
North Carolina
+$4.66M
3
LPL Financial
LPL Financial
California
+$4.38M
4
SPC
Sigma Planning Corp
Michigan
+$4.01M
5
Axa
Axa
France
+$3.68M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.17M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$3.07M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.5M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.78M
5
IDA
Intelligence Driven Advisers
California
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$2.94M – – –
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$2.88M – – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.79M +$2.79M +72,750 New
IDA
29
Intelligence Driven Advisers
California
$2.79M -$1.21M -31,635 -30%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$2.65M -$3.07M -80,230 -54%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$2.56M +$278K +7,260 +12%
RJA
32
Raymond James & Associates
Florida
$2.46M +$319K +8,340 +15%
TFCP
33
Twin Focus Capital Partners
Massachusetts
$2.42M – – –
TC
34
TAP Consulting
Missouri
$2.33M +$2.33M +60,875 New
US Bancorp
35
US Bancorp
Minnesota
$2.19M -$92.1K -2,405 -4%
TW
36
Towerpoint Wealth
California
$2.16M -$11.5K -300 -0.5%
Stifel Financial
37
Stifel Financial
Missouri
$2.13M +$1.63M +42,575 +327%
PCIA
38
Prime Capital Investment Advisors
Kansas
$1.97M +$68.9K +1,800 +4%
BAMG
39
Brand Asset Management Group
Missouri
$1.85M -$32.6K -850 -2%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.79M -$597K -15,590 -25%
AHC
41
Adell Harriman & Carpenter
Texas
$1.78M +$1.78M +46,460 New
KA
42
Kovack Advisors
Florida
$1.68M +$128K +3,340 +8%
Creative Planning
43
Creative Planning
Kansas
$1.61M +$2.68K +70 +0.2%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.57M +$32K +835 +2%
DC
45
Davenport & Co
Virginia
$1.55M – – –
ECM
46
ETrade Capital Management
Virginia
$1.41M -$55.5K -1,450 -4%
CMP
47
Courage Miller Partners
Virginia
$1.24M -$160K -4,185 -11%
CAN
48
Cetera Advisor Networks
California
$1.23M +$35.7K +930 +3%
RWP
49
RWA Wealth Partners
Massachusetts
$1.17M -$51.5K -1,345 -4%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.07M -$50.2K -1,310 -4%
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