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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

121 hedge funds and large institutions have $468M invested in iShares Morningstar Growth ETF in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
38
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$31.4M
2
Bank of America
Bank of America
North Carolina
+$6.91M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.12M
4
LPL Financial
LPL Financial
California
+$4.44M
5
Jane Street
Jane Street
New York
+$3.5M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.55M
2
AG
Advisor Group
Arizona
-$2.32M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.74M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$848K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$824K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
51
BB&T Securities
Virginia
$778K -$130K -4,090 -14%
BRWM
52
B. Riley Wealth Management
Tennessee
$774K +$774K +24,405 New
BWM
53
Baystate Wealth Management
Massachusetts
$748K -$36.1K -1,060 -5%
MFS
54
Madrona Financial Services
Washington
$691K – – –
ACP
55
Arcus Capital Partners
Georgia
$666K +$62.3K +1,965 +10%
CAL
56
Capital Advisors Ltd
Ohio
$653K – – –
GWM
57
Geneos Wealth Management
Colorado
$624K +$303K +9,660 +95%
BRWA
58
B. Riley Wealth Advisors
Florida
$606K +$83.1K +2,620 +16%
SHCM
59
Stokes & Hubbell Capital Management
Louisiana
$562K +$1.43K +45 +0.3%
PWM
60
Perigon Wealth Management
California
$557K +$557K +16,375 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$553K +$297K +9,380 +116%
Stifel Financial
62
Stifel Financial
Missouri
$552K -$257K -8,115 -32%
KLI
63
Kelman-Lazarov Inc
Tennessee
$521K -$38.4K -1,210 -7%
PA
64
Pinnacle Associates
New York
$497K +$317 +10 +0.1%
WBG
65
Wharton Business Group
Pennsylvania
$475K – – –
BOTW
66
Bank of the West
California
$445K – – –
TRCT
67
Tower Research Capital (TRC)
New York
$443K -$124K -3,905 -22%
Mariner
68
Mariner
Kansas
$423K – – –
SAM
69
Summit Asset Management
Tennessee
$409K -$15.8K -500 -4%
GWA
70
Guidant Wealth Advisors
Illinois
$396K +$396K +12,515 New
PAG
71
Private Advisory Group
Washington
$376K +$376K +11,855 New
DC
72
Davenport & Co
Virginia
$365K +$83.1K +2,625 +29%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$346K +$112K +3,510 +48%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$344K -$58.3K -1,840 -14%
CA
75
Calton & Associates
Florida
$306K +$15.9K +495 +5%
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