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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

112 hedge funds and large institutions have $495M invested in iShares Morningstar Growth ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
44
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$8.32M
2
LPL Financial
LPL Financial
California
+$7.04M
3
Morgan Stanley
Morgan Stanley
New York
+$6.97M
4
RJA
Raymond James & Associates
Florida
+$4.45M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.02M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.81M
2
Goldman Sachs
Goldman Sachs
New York
-$3.45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.8M
4
CF
Centaurus Financial
California
-$2.36M
5
UBS Group
UBS Group
Switzerland
-$947K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
76
FDx Advisors
Illinois
$236K +$236K +6,345 New
KFA
77
Kelleher Financial Advisors
New York
$223K – – –
MIM
78
Marco Investment Management
Georgia
$221K – – –
VFA
79
Voya Financial Advisors
Connecticut
$206K +$206K +5,525 New
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$185K – – –
CWM
81
Cornerstone Wealth Management
Missouri
$154K -$165K -122,475 -52%
GRP
82
Global Retirement Partners
California
$141K – – –
RCAG
83
Rehmann Capital Advisory Group
Michigan
$137K +$186 +5 +0.1%
PFBT
84
Parkside Financial Bank & Trust
Missouri
$130K – – –
SWP
85
Stratos Wealth Partners
Ohio
$101K +$101K +2,730 New
NSIM
86
North Star Investment Management
Illinois
$98K – – –
FIB
87
First Interstate Bank
Montana
$93K – – –
BlackRock
88
BlackRock
New York
$84K – – –
APA
89
American Portfolios Advisors
New York
$73.8K +$186 +5 +0.3%
PS
90
Portfolio Strategies
New York
$62K – – –
ASN
91
Advisory Services Network
Georgia
$54K – – –
IF
92
Ironwood Financial
Arizona
$46K – – –
SFSIG
93
San Francisco Sentry Investment Group
California
$46K – – –
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$37K -$185 -5 -0.5%
AWM
95
Avior Wealth Management
Nebraska
$37K – – –
SWM
96
SeaCrest Wealth Management
New York
$32K +$32K +855 New
CFA
97
Carroll Financial Associates
North Carolina
$28K – – –
CFGS
98
Concourse Financial Group Securities
Alabama
$28K +$28K +750 New
APP
99
Avantax Planning Partners
Iowa
$26K +$26K +690 New
AIM
100
Advantage Investment Management
Iowa
$23K – – –
1 2 3
4
5