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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

128 hedge funds and large institutions have $511M invested in iShares Morningstar Growth ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
36
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
Advisor Group
Arizona
+$9.29M
2
Bank of America
Bank of America
North Carolina
+$4.66M
3
LPL Financial
LPL Financial
California
+$4.38M
4
SPC
Sigma Planning Corp
Michigan
+$4.01M
5
Axa
Axa
France
+$3.68M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.17M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$3.07M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.5M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.78M
5
IDA
Intelligence Driven Advisers
California
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$381K -$112K -2,930 -23%
BSW
77
Buckingham Strategic Wealth
Missouri
$366K – – –
VFA
78
Voya Financial Advisors
Connecticut
$359K +$24.5K +645 +7%
PAS
79
Park Avenue Securities
New York
$323K +$323K +8,425 New
VCM
80
Vision Capital Management
Oregon
$305K -$36.3K -950 -11%
NNP
81
Nachman Norwood & Parrott
South Carolina
$297K – – –
HWA
82
HHM Wealth Advisors
Tennessee
$292K – – –
SS
83
Simplicity Solutions
Minnesota
$290K +$8.61K +225 +3%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$290K +$17.4K +455 +6%
PFS
85
Prospera Financial Services
Texas
$261K +$261K +6,825 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$244K -$30.2K -790 -11%
SFA
87
Sequoia Financial Advisors
Ohio
$231K – – –
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$231K +$231K +6,030 New
KFA
89
Kelleher Financial Advisors
New York
$230K – – –
EGA
90
Eagle Global Advisors
Texas
$220K -$58.3K -1,525 -21%
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$17.2K +450 +9%
FHA
92
Flagship Harbor Advisors
Massachusetts
$210K – – –
NA
93
NewEdge Advisors
Louisiana
$207K – – –
WWM
94
Windsor Wealth Management
Indiana
$207K – – –
CA
95
Calton & Associates
Florida
$200K +$200K +5,225 New
FAAS
96
First Allied Advisory Services
California
$189K +$189K +4,960 New
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$172K – – –
REMPR
98
Roof Eidam Maycock Peralta (REMP)
California
$163K +$163K +4,250 New
GRP
99
Global Retirement Partners
California
$153K – – –
ASN
100
Advisory Services Network
Georgia
$144K – – –
2 3
4
5 6