We are live on ! Find out more
ILCG icon

iShares Morningstar Growth ETF
ILCG

106 hedge funds and large institutions have $362M invested in iShares Morningstar Growth ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

13% more capital invested

Capital invested by funds: $320M → $362M (+$41.6M)

12% more funds holding

Funds holding: 95 → 106 (+11)

8.78% more ownership

Funds ownership: 198.84% → 207.62% (+8.8%)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
106
Holders Change
+11
Holders Change %
+11.58%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
21
Increased
27
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Axa
Axa
France
+$19M
2
CA
Clearstead Advisors
Ohio
+$2.59M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.45M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.51M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.37M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.51M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.19M
4
Jane Street
Jane Street
New York
-$2.49M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$156K – – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$144K -$305 -10 -0.2%
IWM
78
IHT Wealth Management
Illinois
$142K – – –
SWP
79
Stratos Wealth Partners
Ohio
$135K -$200K -6,550 -60%
CA
80
Calton & Associates
Florida
$113K +$101K +3,315 New
PFBT
81
Parkside Financial Bank & Trust
Missouri
$110K – – –
GRP
82
Global Retirement Partners
California
$90K – – –
NSIM
83
North Star Investment Management
Illinois
$83K – – –
FIB
84
First Interstate Bank
Montana
$78K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$64K +$7.47K +245 +14%
AF
86
Advisornet Financial
Minnesota
$64K +$62.5K +2,050 New
APA
87
American Portfolios Advisors
New York
$61.9K +$60.4K +1,980 New
HS
88
Horan Securities
United States
$58K – – –
PS
89
Portfolio Strategies
New York
$52K +$51.1K +1,675 New
ASN
90
Advisory Services Network
Georgia
$46K – – –
W
91
WealthShield
North Carolina
$45K +$43.6K +1,430 New
WP
92
WealthShield Partners
North Carolina
$45K +$43.6K +1,430 New
IF
93
Ironwood Financial
Arizona
$39K – – –
SFSIG
94
San Francisco Sentry Investment Group
California
$38K – – –
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$32K – – –
AFNAS
96
American Financial Network Advisory Services
California
$31K – – –
AWM
97
Avior Wealth Management
Nebraska
$31K – – –
CFA
98
Carroll Financial Associates
North Carolina
$24K – – –
AIM
99
Advantage Investment Management
Iowa
$20K – – –
FFW
100
Fusion Family Wealth
New York
$16K +$15.7K +515 New
1 2 3
4
5

ILCG Hedge Fund Activity: Q4 2017 in Review

106 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2017, worth a combined $362M — up 13% from $320M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new ILCG positions and 10 closed out — a net gain of 11 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was Axa, adding an estimated $19M. The largest seller was Goldman Sachs, exiting entirely with an estimated $7.3M sold.

  • 106 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2017, up from 95 in Q3 2017.
  • Funds reported $362M of iShares Morningstar Growth ETF stock for Q4 2017, up 13% quarter-over-quarter.
  • 21 funds opened new iShares Morningstar Growth ETF positions in Q4 2017 and 10 closed out, a net change of +11 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q4 2017 was Axa, an estimated $19M added.
  • The largest iShares Morningstar Growth ETF seller in Q4 2017 was Goldman Sachs, an estimated $7.3M sold.

Based on aggregated 13F filings for Q4 2017.