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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

140 hedge funds and large institutions have $554M invested in iShares Morningstar Growth ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
32
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$5.32M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.29M
3
EF
Empowered Funds
Pennsylvania
+$4.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.38M
5
Ameriprise
Ameriprise
Minnesota
+$1.37M

Top Sellers

1
Axa
Axa
France
-$105M
2
AG
Advisor Group
Arizona
-$8.79M
3
Bank of America
Bank of America
North Carolina
-$8.64M
4
Morgan Stanley
Morgan Stanley
New York
-$6.81M
5
UBS Group
UBS Group
Switzerland
-$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSAM
51
Blue Sky Asset Management
Colorado
$1.2M +$1.2M +28,615 New
Bank of New York Mellon
52
Bank of New York Mellon
New York
$1.18M – – –
Truist Financial
53
Truist Financial
North Carolina
$1.03M +$1.03M +24,415 New
GWM
54
Geneos Wealth Management
Colorado
$997K – – –
FSC
55
Full Sail Capital
Oklahoma
$987K – – –
LFS
56
Legacy Financial Strategies
Kansas
$963K +$963K +22,940 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$906K -$2.15M -51,170 -70%
ACP
58
Arcus Capital Partners
Georgia
$877K +$1.89K +45 +0.2%
CAL
59
Capital Advisors Ltd
Ohio
$865K +$865K +20,605 New
WP
60
WealthSource Partners
California
$851K +$851K +20,255 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$768K +$85.9K +2,045 +13%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$766K -$11.8K -280 -2%
HSWM
63
Hubbell Strickland Wealth Management
Louisiana
$732K -$1.05K -25 -0.1%
BRWA
64
B. Riley Wealth Advisors
Florida
$708K -$1.26K -30 -0.2%
BFA
65
Beacon Financial Advisory
Ohio
$663K +$663K +15,800 New
FFN
66
Focus Financial Network
Minnesota
$646K -$23.7K -565 -4%
PWS
67
Private Wealth Strategies
Ohio
$641K +$641K +15,255 New
PWM
68
Perigon Wealth Management
California
$634K – – –
WBG
69
Wharton Business Group
Pennsylvania
$629K – – –
PA
70
Pinnacle Associates
New York
$628K +$210 +5 +0%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$610K +$14.2K +340 +2%
CA
72
Cetera Advisors
Colorado
$607K -$24.4K -580 -4%
EWA
73
EP Wealth Advisors
California
$604K +$604K +14,385 New
HWM
74
Howard Wealth Management
Connecticut
$595K +$595K +14,185 New
TRCT
75
Tower Research Capital (TRC)
New York
$557K -$75.6K -1,800 -12%
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