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iShares Morningstar Growth ETF

94 hedge funds and large institutions have $300M invested in iShares Morningstar Growth ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $250M → $300M (+$50M)

19.14% more ownership

Funds ownership: 178.89%198.03% (+19%)

7% more funds holding

Funds holding: 8894 (+6)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
25
Reduced
33
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$41K -$6.05K -220 -13%
IA
77
IFP Advisors
Florida
$37K
IF
78
Ironwood Financial
Arizona
$35K
SFSIG
79
San Francisco Sentry Investment Group
California
$34K +$33.8K +1,230 New
ASN
80
Advisory Services Network
Georgia
$33K
GWM
81
Geneos Wealth Management
Colorado
$32K
WA
82
WFG Advisors
Texas
$29K +$28.9K +1,050 New
AWM
83
Avior Wealth Management
Nebraska
$28K
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$28K
NFG
85
Next Financial Group
Texas
$23K +$22.4K +815 New
CFA
86
Carroll Financial Associates
North Carolina
$21K
AIM
87
Advantage Investment Management
Iowa
$17K
DADC
88
D.A. Davidson & Co
Montana
$14K -$62.5K -2,275 -81%
FFW
89
Fusion Family Wealth
New York
$14K
CCMW
90
Cypress Capital Management (Wyoming)
Wyoming
$12.5K
BP
91
Ballentine Partners
Massachusetts
$7K +$6.32K +230 New
TAIM
92
TD Ameritrade Investment Management
Nebraska
$2K -$3.16K -115 -59%
IWM
93
IHT Wealth Management
Illinois
$100 -$119K -4,315 -50%
VKH
94
Virtu KCG Holdings
New York
-$460K -17,475 Closed
Baird Financial Group
95
Baird Financial Group
Wisconsin
-$211K -8,000 Closed
CAG
96
Crestwood Advisors Group
Massachusetts
-$40K -1,450 Closed

ILCG Hedge Fund Activity: Q2 2017 in Review

94 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2017, worth a combined $300M — up 20% from $250M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ILCG positions and 3 closed out — a net gain of 7 holders — while 25 added to existing stakes and 33 trimmed.

The largest buyer was Axa, adding an estimated $11.5M. The largest seller was Susquehanna International Group, cutting an estimated $3.07M.

  • 94 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2017, up from 88 in Q1 2017.
  • Funds reported $300M of iShares Morningstar Growth ETF stock for Q2 2017, up 20% quarter-over-quarter.
  • 10 funds opened new iShares Morningstar Growth ETF positions in Q2 2017 and 3 closed out, a net change of +7 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q2 2017 was Axa, an estimated $11.5M added.
  • The largest iShares Morningstar Growth ETF seller in Q2 2017 was Susquehanna International Group, an estimated $3.07M sold.

Based on aggregated 13F filings for Q2 2017.