iShares Morningstar Growth ETF
ILCG
88 hedge funds and large institutions have $306M invested in iShares Morningstar Growth ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 30 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
9.4% more ownership
Funds ownership: 189.68% → 199.08% (+9.4%)
2% more funds holding
Funds holding: 86 → 88 (+2)
4% more capital invested
Capital invested by funds: $293M → $306M (+$12.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
20% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 30
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.56M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.11M |
| 3 |
Axa
Paris,
France
|
+$1.85M |
| 4 |
Jane Street
New York
|
+$1.2M |
| 5 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$629K |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.06M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.89M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.7M |
| 4 |
Morgan Stanley
New York
|
-$1.39M |
| 5 |
VF
Virtu Financial
New York
|
-$918K |
ILCG Hedge Fund Activity: Q3 2016 in Review
88 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2016, worth a combined $306M — up 4.3% from $293M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ILCG positions and 6 closed out — a net gain of 4 holders — while 24 added to existing stakes and 30 trimmed.
The largest buyer was UBS Group, adding an estimated $6.56M. The largest seller was Bank of America, cutting an estimated $2.06M.
- 88 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2016, up from 86 in Q2 2016.
- Funds reported $306M of iShares Morningstar Growth ETF stock for Q3 2016, up 4.3% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Growth ETF positions in Q3 2016 and 6 closed out, a net change of +4 holders.
- The largest iShares Morningstar Growth ETF buyer in Q3 2016 was UBS Group, an estimated $6.56M added.
- The largest iShares Morningstar Growth ETF seller in Q3 2016 was Bank of America, an estimated $2.06M sold.
Based on aggregated 13F filings for Q3 2016.