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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

121 hedge funds and large institutions have $468M invested in iShares Morningstar Growth ETF in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
38
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$31.4M
2
Bank of America
Bank of America
North Carolina
+$6.91M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.12M
4
LPL Financial
LPL Financial
California
+$4.44M
5
Jane Street
Jane Street
New York
+$3.5M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.55M
2
AG
Advisor Group
Arizona
-$2.32M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.74M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$848K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$824K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$305K +$297K +9,350 +3,528%
VCM
77
Vision Capital Management
Oregon
$292K – – –
Creative Planning
78
Creative Planning
Kansas
$248K -$14K -440 -5%
NNP
79
Nachman Norwood & Parrott
South Carolina
$246K +$246K +7,750 New
HWA
80
HHM Wealth Advisors
Tennessee
$242K +$242K +7,625 New
EGA
81
Eagle Global Advisors
Texas
$237K -$79.3K -2,500 -25%
IA
82
IFP Advisors
Florida
$236K -$28.2K -900 -11%
VFA
83
Voya Financial Advisors
Connecticut
$234K +$60.5K +1,925 +35%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$227K -$8.71K -275 -4%
SPC
85
Sigma Planning Corp
Michigan
$225K +$7.76K +245 +4%
SFA
86
Sequoia Financial Advisors
Ohio
$205K – – –
FHA
87
Flagship Harbor Advisors
Massachusetts
$175K -$48.1K -1,520 -22%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$155K -$2.85K -90 -2%
GRP
89
Global Retirement Partners
California
$141K +$20.9K +660 +17%
BFEC
90
Benjamin F. Edwards & Company
Missouri
$137K -$100K -3,150 -42%
PFBT
91
Parkside Financial Bank & Trust
Missouri
$87K -$23.7K -750 -21%
NSIM
92
North Star Investment Management
Illinois
$84K – – –
LWANC
93
Laurel Wealth Advisors (North Carolina)
North Carolina
$82K +$82K +2,600 New
FIB
94
First Interstate Bank
Montana
$79K – – –
KCM
95
Karp Capital Management
California
$73K +$73K +2,300 New
BlackRock
96
BlackRock
New York
$71K – – –
APA
97
American Portfolios Advisors
New York
$63.1K +$159 +5 +0.3%
NFG
98
Next Financial Group
Texas
$47K +$47K +1,470 New
ASN
99
Advisory Services Network
Georgia
$46K – – –
PB
100
Pinnacle Bancorp
Nebraska
$43K +$43K +1,355 New
2 3
4
5 6