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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 %
PFBT
101
Parkside Financial Bank & Trust
Missouri
$105K – – –
NSIM
102
North Star Investment Management
Illinois
$101K +$101K +2,640 New
LWANC
103
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K – – –
FIB
104
First Interstate Bank
Montana
$96K – – –
UBS AM
105
UBS AM
Illinois
$90K – – –
APA
106
American Portfolios Advisors
New York
$76.4K – – –
NFG
107
Next Financial Group
Texas
$75K -$769 -20 -1%
PB
108
Pinnacle Bancorp
Nebraska
$51K – – –
TFGT
109
TS Financial Group (TSFG)
Illinois
$50K – – –
IF
110
Ironwood Financial
Arizona
$47K – – –
SFSIG
111
San Francisco Sentry Investment Group
California
$47K – – –
AWM
112
Avior Wealth Management
Nebraska
$38K – – –
CA
113
Crewe Advisors
Utah
$36K +$36K +935 New
BFEC
114
Benjamin F. Edwards & Company
Missouri
$32K -$49.7K -1,305 -61%
CFGS
115
Concourse Financial Group Securities
Alabama
$29K -$20.1K -520 -41%
CFA
116
Carroll Financial Associates
North Carolina
$29K – – –
RIA
117
Realta Investment Advisors
Delaware
$22K – – –
FFW
118
Fusion Family Wealth
New York
$20K – – –
AIM
119
Advantage Investment Management
Iowa
$19K -$4.75K -125 -20%
MAM
120
Meeder Asset Management
Ohio
$19K +$19K +500 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$17K – – –
FCA
122
FinTrust Capital Advisors
South Carolina
$14K – – –
SB
123
Strategic Blueprint
Georgia
$10K +$10K +250 New
CCMW
124
Cypress Capital Management (Wyoming)
Wyoming
$9K – – –
BL
125
Balentine LLC
Georgia
$6K +$6K +150 New
2 3 4
5
6