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iShares Morningstar Growth ETF

95 hedge funds and large institutions have $320M invested in iShares Morningstar Growth ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $300M → $320M (+$19.8M)

1% more funds holding

Funds holding: 9495 (+1)

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0.81% more ownership

Funds ownership: 198.03%198.84% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
31
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
101
Ballentine Partners
Massachusetts
-$7K -230 Closed

ILCG Hedge Fund Activity: Q3 2017 in Review

95 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2017, worth a combined $320M — up 6.6% from $300M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ILCG positions and 7 closed out — a net gain of 2 holders — while 31 added to existing stakes and 30 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.06M. The largest seller was Bank of America, cutting an estimated $5.1M.

  • 95 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2017, up from 94 in Q2 2017.
  • Funds reported $320M of iShares Morningstar Growth ETF stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 9 funds opened new iShares Morningstar Growth ETF positions in Q3 2017 and 7 closed out, a net change of +2 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q3 2017 was Susquehanna International Group, an estimated $4.06M added.
  • The largest iShares Morningstar Growth ETF seller in Q3 2017 was Bank of America, an estimated $5.1M sold.

Based on aggregated 13F filings for Q3 2017.