ILCG icon

iShares Morningstar Growth ETF

124 hedge funds and large institutions have $481M invested in iShares Morningstar Growth ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-8
Holders Change %
-6.06%
% 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
9
Increased
29
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
AE Wealth Management
Kansas
$306K -$37.2K -970 -11%
NNP
77
Nachman Norwood & Parrott
South Carolina
$297K
HWA
78
HHM Wealth Advisors
Tennessee
$293K
SPC
79
Sigma Planning Corp
Michigan
$285K +$4.8K +125 +2%
SS
80
Simplicity Solutions
Minnesota
$282K -$79.8K -2,080 -22%
EGA
81
Eagle Global Advisors
Texas
$279K -$1.92K -50 -0.7%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$275K +$1.92K +50 +0.7%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$273K -$73.4K -1,915 -21%
SFA
84
Sequoia Financial Advisors
Ohio
$232K -$16.9K -440 -7%
KFA
85
Kelleher Financial Advisors
New York
$231K +$231K +6,025 New
WWM
86
Windsor Wealth Management
Indiana
$216K
FHA
87
Flagship Harbor Advisors
Massachusetts
$210K +$2.49K +65 +1%
NA
88
NewEdge Advisors
Louisiana
$207K +$207K +5,400 New
MIM
89
Marco Investment Management
Georgia
$203K -$25.1K -655 -11%
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$200K +$161K +4,150 +415%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$173K -$7.5K -195 -4%
GRP
92
Global Retirement Partners
California
$153K -$113K -2,950 -43%
ASN
93
Advisory Services Network
Georgia
$144K +$87.8K +2,290 +156%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$114K
PFBT
95
Parkside Financial Bank & Trust
Missouri
$106K
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K
FIB
97
First Interstate Bank
Montana
$96K
UBS AM
98
UBS AM
Illinois
$90.2K +$90.2K +2,350 New
BFEC
99
Benjamin F. Edwards & Company
Missouri
$82K -$40.9K -1,070 -33%
TRCT
100
Tower Research Capital (TRC)
New York
$81K -$901K -23,525 -92%