ILCG icon

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 %
SFSIG
101
San Francisco Sentry Investment Group
California
$39K – – –
IF
102
Ironwood Financial
Arizona
$39K – – –
CFGS
103
Concourse Financial Group Securities
Alabama
$34K +$10.7K +345 +46%
EWM
104
Executive Wealth Management
Michigan
$34K +$34K +1,075 New
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$32K – – –
AWM
106
Avior Wealth Management
Nebraska
$31K – – –
SWM
107
SeaCrest Wealth Management
New York
$27K +$157 +5 +0.6%
CFA
108
Carroll Financial Associates
North Carolina
$25K – – –
AIM
109
Advantage Investment Management
Iowa
$20K – – –
SIAG
110
Signet Investment Advisory Group
Rhode Island
$20K +$20K +660 New
VFA
111
Valeo Financial Advisors
Indiana
$18K – – –
RWA
112
River Wealth Advisors
Pennsylvania
$16K – – –
FFW
113
Fusion Family Wealth
New York
$16K – – –
RFC
114
Regions Financial Corp
Alabama
$11K – – –
DWM
115
Destination Wealth Management
California
$7K – – –
CCMW
116
Cypress Capital Management (Wyoming)
Wyoming
$7K – – –
WP
117
WealthShield Partners
North Carolina
$6K – – –
TAIM
118
TD Ameritrade Investment Management
Nebraska
$4K -$480 -15 -11%
William Blair & Company
119
William Blair & Company
Illinois
$1K – – –
CF
120
Centaurus Financial
California
$17 +$17 +13,135 +16,419%
CWM
121
Cornerstone Wealth Management
Missouri
– -$154K -114,160 Closed
AWM
122
AE Wealth Management
Kansas
– -$444K -11,955 Closed
MCM
123
Mainstay Capital Management
Michigan
– -$319K -8,570 Closed
SS
124
Simplicity Solutions
Minnesota
– -$251K -6,740 Closed
FA
125
FDx Advisors
Illinois
– -$236K -6,345 Closed
2 3 4
5
6