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iShares Morningstar Growth ETF

95 hedge funds and large institutions have $320M invested in iShares Morningstar Growth ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $300M → $320M (+$19.8M)

1% more funds holding

Funds holding: 9495 (+1)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0.81% more ownership

Funds ownership: 198.03%198.84% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
31
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
51
Bank of the West
California
$411K
APP
52
Avantax Planning Partners
Iowa
$395K +$388K +13,485 New
SAM
53
Summit Asset Management
Tennessee
$392K -$14.8K -515 -4%
BTS
54
BB&T Securities
Virginia
$379K -$34K -1,180 -8%
RJA
55
Raymond James & Associates
Florida
$377K +$6.04K +210 +2%
ACP
56
Arcus Capital Partners
Georgia
$366K -$45.5K -1,580 -11%
VCM
57
Vision Capital Management
Oregon
$331K
M&T Bank
58
M&T Bank
New York
$325K -$12.4K -430 -4%
TRCT
59
Tower Research Capital (TRC)
New York
$320K -$86.4K -3,000 -22%
SWP
60
Stratos Wealth Partners
Ohio
$318K -$9.64K -335 -3%
DC
61
Davenport & Co
Virginia
$275K -$4.03K -140 -1%
EGA
62
Eagle Global Advisors
Texas
$262K +$258K +8,950 New
SPC
63
Sigma Planning Corp
Michigan
$256K +$252K +8,740 New
FWP
64
FAS Wealth Partners
Kansas
$255K
SFA
65
Sequoia Financial Advisors
Ohio
$251K
VFA
66
Voya Financial Advisors
Connecticut
$230K +$227K +7,895 New
BRWA
67
B. Riley Wealth Advisors
Florida
$223K -$24.5K -850 -10%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$223K +$219K +7,615 New
Creative Planning
69
Creative Planning
Kansas
$215K -$31.4K -1,090 -13%
FAAS
70
First Allied Advisory Services
California
$209K +$205K +7,110 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$146K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$135K -$288 -10 -0.2%
IWM
73
IHT Wealth Management
Illinois
$129K +$144 +5 +0.1%
PFBT
74
Parkside Financial Bank & Trust
Missouri
$102K
GRP
75
Global Retirement Partners
California
$84K -$20.1K -700 -20%

ILCG Hedge Fund Activity: Q3 2017 in Review

95 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2017, worth a combined $320M — up 6.6% from $300M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ILCG positions and 7 closed out — a net gain of 2 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.06M. The largest seller was Bank of America, cutting an estimated $5.1M.

  • 95 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2017, up from 94 in Q2 2017.
  • Funds reported $320M of iShares Morningstar Growth ETF stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 9 funds opened new iShares Morningstar Growth ETF positions in Q3 2017 and 7 closed out, a net change of +2 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q3 2017 was Susquehanna International Group, an estimated $4.06M added.
  • The largest iShares Morningstar Growth ETF seller in Q3 2017 was Bank of America, an estimated $5.1M sold.

Based on aggregated 13F filings for Q3 2017.