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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

104 hedge funds and large institutions have $397M invested in iShares Morningstar Growth ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
33
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.04M
2
Goldman Sachs
Goldman Sachs
New York
+$7.79M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.81M
4
CA
Clearstead Advisors
Ohio
+$2.76M
5
Axa
Axa
France
+$1.9M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.22M
2
AG
Advisor Group
Arizona
-$1.78M
3
LPL Financial
LPL Financial
California
-$1.04M
4
Bank of America
Bank of America
North Carolina
-$916K
5
SB
Suntrust Banks
Georgia
-$886K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Moors & Cabot
Massachusetts
$590K -$65.6K -2,000 -10%
ACP
52
Arcus Capital Partners
Georgia
$548K +$137K +4,185 +33%
PA
53
Pinnacle Associates
New York
$513K +$164 +5 +0%
KLI
54
Kelman-Lazarov Inc
Tennessee
$497K – – –
BOTW
55
Bank of the West
California
$460K – – –
SAM
56
Summit Asset Management
Tennessee
$439K – – –
Mariner
57
Mariner
Kansas
$436K +$16.2K +495 +4%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$384K +$57.4K +1,750 +18%
Stifel Financial
59
Stifel Financial
Missouri
$360K -$259K -7,950 -42%
M&T Bank
60
M&T Bank
New York
$350K +$15.4K +470 +5%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$316K +$316K +9,625 New
VCM
62
Vision Capital Management
Oregon
$310K -$28.7K -875 -8%
SWP
63
Stratos Wealth Partners
Ohio
$300K +$158K +4,820 +112%
MCM
64
Mainstay Capital Management
Michigan
$297K -$491 -15 -0.2%
EGA
65
Eagle Global Advisors
Texas
$293K – – –
SHCM
66
Stokes & Hubbell Capital Management
Louisiana
$283K – – –
Creative Planning
67
Creative Planning
Kansas
$268K -$67.2K -2,050 -20%
HCM
68
Howard Capital Management
Georgia
$260K +$28.9K +880 +12%
SPC
69
Sigma Planning Corp
Michigan
$249K +$327 +10 +0.1%
AWM
70
AE Wealth Management
Kansas
$249K +$249K +7,610 New
DC
71
Davenport & Co
Virginia
$243K -$24.3K -740 -9%
GWM
72
Geneos Wealth Management
Colorado
$236K +$14.7K +450 +7%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$236K +$169K +5,150 +251%
XS
74
XML Securities
Maryland
$225K +$1.47K +45 +0.7%
PAG
75
Private Advisor Group
New Jersey
$225K +$1.97K +60 +0.9%
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