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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

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
Holders
106
Holders Change
+11
Holders Change %
+11.58%
% of All Funds
2.41%
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
1
Axa
France
$120M
2
CA
2
Clearstead Advisors
Ohio
$12.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.52M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.39M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$8.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.22M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$0
4
Jane Street
4
Jane Street
New York
$3.01M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$156K – – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$144K -$313 -10 -0.2%
IWM
78
IHT Wealth Management
Illinois
$142K – – –
SWP
79
Stratos Wealth Partners
Ohio
$135K -$205K -6,550 -60%
CA
80
Calton & Associates
Florida
$113K +$113K +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 +$7.65K +245 +14%
AF
86
Advisornet Financial
Minnesota
$64K +$64K +2,050 New
APA
87
American Portfolios Advisors
New York
$61.9K +$61.9K +1,980 New
HS
88
Horan Securities
United States
$58K – – –
PS
89
Portfolio Strategies
New York
$52K +$52K +1,675 New
ASN
90
Advisory Services Network
Georgia
$46K – – –
WP
91
WealthShield Partners
North Carolina
$45K +$45K +1,430 New
W
92
WealthShield
North Carolina
$45K +$45K +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 – – –
AWM
96
Avior Wealth Management
Nebraska
$31K – – –
AFNAS
97
American Financial Network Advisory Services
California
$31K – – –
CFA
98
Carroll Financial Associates
North Carolina
$24K – – –
AIM
99
Advantage Investment Management
Iowa
$20K – – –
FFW
100
Fusion Family Wealth
New York
$16K +$16K +515 New
1 2 3
4
5