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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 %
NSIM
101
North Star Investment Management
Illinois
$97K – – –
LWANC
102
Laurel Wealth Advisors (North Carolina)
North Carolina
$95K – – –
FIB
103
First Interstate Bank
Montana
$91K – – –
APA
104
American Portfolios Advisors
New York
$72.9K +$183 +5 +0.3%
PS
105
Portfolio Strategies
New York
$57K +$57K +1,560 New
ASN
106
Advisory Services Network
Georgia
$54K – – –
Marshall Wace
107
Marshall Wace
United Kingdom
$52K +$52K +1,420 New
PB
108
Pinnacle Bancorp
Nebraska
$49K -$921 -25 -2%
TFGT
109
TS Financial Group (TSFG)
Illinois
$48K +$48K +1,300 New
CFGS
110
Concourse Financial Group Securities
Alabama
$46K +$6.34K +175 +16%
IF
111
Ironwood Financial
Arizona
$45K – – –
SFSIG
112
San Francisco Sentry Investment Group
California
$45K – – –
EWM
113
Executive Wealth Management
Michigan
$39K – – –
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$37K – – –
AWM
115
Avior Wealth Management
Nebraska
$36K – – –
SWM
116
SeaCrest Wealth Management
New York
$31K – – –
CFA
117
Carroll Financial Associates
North Carolina
$28K – – –
IA
118
IFP Advisors
Florida
$23K -$254K -6,900 -92%
AIM
119
Advantage Investment Management
Iowa
$23K – – –
RIA
120
Realta Investment Advisors
Delaware
$21K +$21K +580 New
FFW
121
Fusion Family Wealth
New York
$19K – – –
CF
122
Centaurus Financial
California
$18.3K +$3.8K +3,475 +26%
RFC
123
Regions Financial Corp
Alabama
$13K – – –
FC
124
Ferris Capital
Massachusetts
$11K +$11K +300 New
IWP
125
Icon Wealth Partners
Texas
$11K +$11K +305 New
2 3 4
5
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