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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

128 hedge funds and large institutions have $511M invested in iShares Morningstar Growth ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
36
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
Advisor Group
Arizona
+$9.29M
2
Bank of America
Bank of America
North Carolina
+$4.66M
3
LPL Financial
LPL Financial
California
+$4.38M
4
SPC
Sigma Planning Corp
Michigan
+$4.01M
5
Axa
Axa
France
+$3.68M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.17M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$3.07M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.5M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.78M
5
IDA
Intelligence Driven Advisers
California
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
51
BB&T Securities
Virginia
$897K -$14.9K -390 -2%
GWM
52
Geneos Wealth Management
Colorado
$895K -$28.5K -750 -3%
FSC
53
Full Sail Capital
Oklahoma
$845K – – –
BWM
54
Baystate Wealth Management
Massachusetts
$838K +$1.15K +30 +0.1%
ACP
55
Arcus Capital Partners
Georgia
$798K -$8.04K -210 -1%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$709K -$21.3K -555 -3%
HSWM
57
Hubbell Strickland Wealth Management
Louisiana
$669K +$669K +17,460 New
BRWA
58
B. Riley Wealth Advisors
Florida
$646K +$57.8K +1,510 +10%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$622K -$63.2K -1,650 -9%
FFN
60
Focus Financial Network
Minnesota
$610K +$13.4K +350 +2%
PWM
61
Perigon Wealth Management
California
$579K – – –
TRCT
62
Tower Research Capital (TRC)
New York
$577K +$496K +12,950 +612%
CA
63
Cetera Advisors
Colorado
$575K -$453K -11,835 -44%
WBG
64
Wharton Business Group
Pennsylvania
$573K – – –
Jane Street
65
Jane Street
New York
$572K -$594K -15,505 -51%
PA
66
Pinnacle Associates
New York
$572K -$28.7K -750 -5%
GWA
67
Guidant Wealth Advisors
Illinois
$551K – – –
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$546K +$80.4K +2,095 +17%
GCM
69
Gunderson Capital Management
South Carolina
$526K -$58.8K -1,535 -10%
SAM
70
Summit Asset Management
Tennessee
$494K – – –
KLI
71
Kelman-Lazarov Inc
Tennessee
$432K -$192K -5,000 -31%
PCS
72
Personal CFO Solutions
New Jersey
$407K +$407K +10,620 New
RW
73
RVW Wealth
California
$404K – – –
RBFC
74
Roman Butler Fullerton & Co
Missouri
$402K -$5.75K -150 -1%
AWM
75
AE Wealth Management
Kansas
$382K +$76.6K +2,000 +25%
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