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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

106 hedge funds and large institutions have $362M invested in iShares Morningstar Growth ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+11
Holders Change %
+11.58%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
27
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Axa
1
Axa
France
$120M
2
CA
2
Clearstead Advisors
Ohio
$12.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.52M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.39M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$8.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.22M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Jane Street
4
Jane Street
New York
$3.01M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
51
Kelman-Lazarov Inc
Tennessee
$475K – – –
TRCT
52
Tower Research Capital (TRC)
New York
$471K +$129K +4,125 +38%
BTS
53
BB&T Securities
Virginia
$441K +$35.8K +1,145 +9%
BOTW
54
Bank of the West
California
$439K – – –
SAM
55
Summit Asset Management
Tennessee
$420K – – –
Mariner
56
Mariner
Kansas
$400K +$400K +12,795 New
ACP
57
Arcus Capital Partners
Georgia
$393K +$1.57K +50 +0.4%
VCM
58
Vision Capital Management
Oregon
$323K -$30.5K -975 -9%
M&T Bank
59
M&T Bank
New York
$320K -$27.9K -890 -8%
Creative Planning
60
Creative Planning
Kansas
$320K +$90K +2,875 +39%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$313K +$73.8K +2,350 +31%
MCM
62
Mainstay Capital Management
Michigan
$284K +$284K +9,085 New
EGA
63
Eagle Global Advisors
Texas
$280K – – –
SHCM
64
Stokes & Hubbell Capital Management
Louisiana
$271K +$271K +8,645 New
SFA
65
Sequoia Financial Advisors
Ohio
$268K – – –
DC
66
Davenport & Co
Virginia
$255K -$39.1K -1,250 -13%
SPC
67
Sigma Planning Corp
Michigan
$238K -$35.7K -1,140 -13%
BRWA
68
B. Riley Wealth Advisors
Florida
$237K -$1.25K -40 -0.5%
SEI Investments
69
SEI Investments
Pennsylvania
$228K +$228K +7,300 New
PAG
70
Private Advisor Group
New Jersey
$222K -$393K -12,045 -64%
HCM
71
Howard Capital Management
Georgia
$220K +$220K +7,045 New
XS
72
XML Securities
Maryland
$213K +$213K +6,830 New
GWM
73
Geneos Wealth Management
Colorado
$211K +$174K +5,585 +475%
FAAS
74
First Allied Advisory Services
California
$201K -$22K -700 -10%
FHA
75
Flagship Harbor Advisors
Massachusetts
$201K +$201K +6,160 New
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3
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