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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

132 hedge funds and large institutions have $470M invested in iShares Morningstar Growth ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
36
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$7.17M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.42M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.11M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.63M
5
AAS
Avantax Advisory Services
Texas
+$1.41M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$39M
2
Axa
Axa
France
-$11.8M
3
Wells Fargo
Wells Fargo
California
-$8.21M
4
Morgan Stanley
Morgan Stanley
New York
-$6.45M
5
Bank of America
Bank of America
North Carolina
-$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisory Group
Washington
$376K – – –
BSW
77
Buckingham Strategic Wealth
Missouri
$356K +$356K +9,740 New
PAS
78
Park Avenue Securities
New York
$345K +$345K +9,325 New
SS
79
Simplicity Solutions
Minnesota
$345K +$345K +9,435 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$340K -$57.4K -1,570 -14%
RBFC
81
Roman Butler Fullerton & Co
Missouri
$340K +$340K +9,300 New
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$330K +$330K +9,035 New
AWM
83
AE Wealth Management
Kansas
$327K +$327K +8,945 New
VCM
84
Vision Capital Management
Oregon
$326K -$10K -275 -3%
MHS
85
M Holdings Securities
Oregon
$316K +$316K +8,650 New
VFA
86
Voya Financial Advisors
Connecticut
$307K +$36.7K +1,010 +14%
NNP
87
Nachman Norwood & Parrott
South Carolina
$283K – – –
HWA
88
HHM Wealth Advisors
Tennessee
$279K – – –
EGA
89
Eagle Global Advisors
Texas
$268K -$5.49K -150 -2%
SPC
90
Sigma Planning Corp
Michigan
$267K +$7.14K +195 +3%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$260K -$1.46K -40 -0.6%
GRP
92
Global Retirement Partners
California
$254K +$90.6K +2,475 +55%
SFA
93
Sequoia Financial Advisors
Ohio
$237K – – –
MIM
94
Marco Investment Management
Georgia
$217K +$217K +5,945 New
WWM
95
Windsor Wealth Management
Indiana
$204K +$204K +5,575 New
FHA
96
Flagship Harbor Advisors
Massachusetts
$198K -$3.65K -100 -2%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$172K -$7.14K -195 -4%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$118K -$40.4K -1,100 -25%
RCAG
99
Rehmann Capital Advisory Group
Michigan
$109K +$109K +2,975 New
PFBT
100
Parkside Financial Bank & Trust
Missouri
$101K – – –
2 3
4
5 6