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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

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
–

Top Buyers

1
CF
1
Centaurus Financial
California
$3.51M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$2.95M
3
Bank of America
3
Bank of America
North Carolina
$47.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.1M
5
Ameriprise
5
Ameriprise
Minnesota
$8.87M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.7M
2
UBS Group
2
UBS Group
Switzerland
$17.6M
3
LPL Financial
3
LPL Financial
California
$33.6M
4
CAN
4
Cetera Advisor Networks
California
$1.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
101
American Portfolios Advisors
New York
$76.6K – – –
NFG
102
Next Financial Group
Texas
$76K +$76K +1,970 New
TFA
103
Transamerica Financial Advisors
Florida
$56K +$56K +1,445 New
PB
104
Pinnacle Bancorp
Nebraska
$51K – – –
TFGT
105
TS Financial Group (TSFG)
Illinois
$50K – – –
CFGS
106
Concourse Financial Group Securities
Alabama
$49K – – –
IF
107
Ironwood Financial
Arizona
$48K – – –
SFSIG
108
San Francisco Sentry Investment Group
California
$47K – – –
EWM
109
Executive Wealth Management
Michigan
$41K – – –
AWM
110
Avior Wealth Management
Nebraska
$38K – – –
CFA
111
Carroll Financial Associates
North Carolina
$29K – – –
AIM
112
Advantage Investment Management
Iowa
$24K – – –
RIA
113
Realta Investment Advisors
Delaware
$22K – – –
FFW
114
Fusion Family Wealth
New York
$20K – – –
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$17K +$17K +450 New
FCA
116
FinTrust Capital Advisors
South Carolina
$14K +$14K +355 New
CCMW
117
Cypress Capital Management (Wyoming)
Wyoming
$9K – – –
DWM
118
Destination Wealth Management
California
$8K – – –
FNB
119
Farmers National Bank
Kentucky
$5K – – –
TAIM
120
TD Ameritrade Investment Management
Nebraska
$4K -$545 -15 -12%
GSWM
121
Golden State Wealth Management
California
$3K – – –
GTAM
122
Global Trust Asset Management
Florida
$2K +$2K +50 New
BlackRock
123
BlackRock
New York
$1K +$1K +20 New
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
– -$1.61M -44,085 Closed
GIA
125
Gladstone Institutional Advisory
Florida
– -$1.04M -28,385 Closed
2 3 4
5
6