ILCG icon

iShares Morningstar Growth ETF

132 hedge funds and large institutions have $470M invested in iShares Morningstar Growth ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
36
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTS
51
BB&T Securities
Virginia
$883K -$15K -410 -2%
BWM
52
Baystate Wealth Management
Massachusetts
$824K -$4.71K -125 -0.6%
MFS
53
Madrona Financial Services
Washington
$797K
FSC
54
Full Sail Capital
Oklahoma
$784K +$784K +21,430 New
PAG
55
Private Advisor Group
New Jersey
$773K -$2.93M -80,140 -79%
ACP
56
Arcus Capital Partners
Georgia
$769K +$1.1K +30 +0.1%
CAL
57
Capital Advisors Ltd
Ohio
$753K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$685K +$47.2K +1,290 +7%
BRWA
59
B. Riley Wealth Advisors
Florida
$662K -$36.8K -1,005 -5%
SHCM
60
Stokes & Hubbell Capital Management
Louisiana
$638K -$10.2K -280 -2%
KLI
61
Kelman-Lazarov Inc
Tennessee
$595K -$6.03K -165 -1%
FFN
62
Focus Financial Network
Minnesota
$588K +$588K +16,090 New
PA
63
Pinnacle Associates
New York
$574K +$183 +5 +0%
PWM
64
Perigon Wealth Management
California
$565K -$57K -1,500 -9%
Jane Street
65
Jane Street
New York
$562K -$3.47M -94,920 -86%
GCM
66
Gunderson Capital Management
South Carolina
$560K +$560K +15,305 New
WBG
67
Wharton Business Group
Pennsylvania
$547K
Stifel Financial
68
Stifel Financial
Missouri
$528K -$113K -3,075 -18%
GWA
69
Guidant Wealth Advisors
Illinois
$526K +$68.4K +1,870 +15%
Mariner
70
Mariner
Kansas
$488K
SAM
71
Summit Asset Management
Tennessee
$472K
CA
72
Calton & Associates
Florida
$449K +$94K +2,530 +26%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$432K +$33.7K +920 +8%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$421K +$69K +1,885 +20%
RW
75
RVW Wealth
California
$385K +$385K +10,540 New