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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

112 hedge funds and large institutions have $495M invested in iShares Morningstar Growth ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
44
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$8.32M
2
LPL Financial
LPL Financial
California
+$7.04M
3
Morgan Stanley
Morgan Stanley
New York
+$6.97M
4
RJA
Raymond James & Associates
Florida
+$4.45M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.02M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.81M
2
Goldman Sachs
Goldman Sachs
New York
-$3.45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.8M
4
CF
Centaurus Financial
California
-$2.36M
5
UBS Group
UBS Group
Switzerland
-$947K
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
51
Kelman-Lazarov Inc
Tennessee
$656K – – –
BRWA
52
B. Riley Wealth Advisors
Florida
$613K -$64.9K -1,745 -10%
PA
53
Pinnacle Associates
New York
$583K +$186 +5 +0%
WBG
54
Wharton Business Group
Pennsylvania
$556K – – –
BOTW
55
Bank of the West
California
$522K – – –
SAM
56
Summit Asset Management
Tennessee
$498K – – –
Mariner
57
Mariner
Kansas
$496K +$20.1K +540 +4%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$473K – – –
AWM
59
AE Wealth Management
Kansas
$444K +$127K +3,410 +40%
GWM
60
Geneos Wealth Management
Colorado
$379K +$72.3K +1,950 +24%
EGA
61
Eagle Global Advisors
Texas
$371K +$28.8K +775 +8%
VCM
62
Vision Capital Management
Oregon
$342K – – –
CA
63
Calton & Associates
Florida
$340K -$7.32K -195 -2%
DC
64
Davenport & Co
Virginia
$331K +$55.8K +1,500 +20%
MCM
65
Mainstay Capital Management
Michigan
$319K – – –
IA
66
IFP Advisors
Florida
$313K +$299K +8,050 +2,147%
Creative Planning
67
Creative Planning
Kansas
$307K +$10.4K +280 +4%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$300K +$3.35K +90 +1%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$277K +$51.2K +1,375 +23%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$277K +$182K +4,895 +190%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$272K +$20.5K +555 +8%
FHA
72
Flagship Harbor Advisors
Massachusetts
$263K – – –
SPC
73
Sigma Planning Corp
Michigan
$255K -$42K -1,130 -14%
SS
74
Simplicity Solutions
Minnesota
$251K +$251K +6,740 New
SFA
75
Sequoia Financial Advisors
Ohio
$241K – – –
1 2
3
4 5