ILCG icon

iShares Morningstar Growth ETF

140 hedge funds and large institutions have $554M invested in iShares Morningstar Growth ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
32
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFA
101
Kelleher Financial Advisors
New York
$253K
EGA
102
Eagle Global Advisors
Texas
$240K -$1.05K -25 -0.4%
SFA
103
Sequoia Financial Advisors
Ohio
$239K -$14.9K -355 -6%
ASN
104
Advisory Services Network
Georgia
$237K +$79.2K +1,885 +50%
WWM
105
Windsor Wealth Management
Indiana
$234K
FHA
106
Flagship Harbor Advisors
Massachusetts
$231K
NA
107
NewEdge Advisors
Louisiana
$226K
CA
108
Calton & Associates
Florida
$214K -$5.25K -125 -2%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$210K +$21K +500 +11%
EB
110
Eastern Bank
Massachusetts
$210K +$210K +5,000 New
FAIM
111
Financial Advocates Investment Management
Washington
$209K +$209K +4,980 New
FHC
112
First Heartland Consultants
Missouri
$207K +$207K +4,920 New
GRP
113
Global Retirement Partners
California
$167K
PFBT
114
Parkside Financial Bank & Trust
Missouri
$115K
NSIM
115
North Star Investment Management
Illinois
$111K
LWANC
116
Laurel Wealth Advisors (North Carolina)
North Carolina
$109K
FIB
117
First Interstate Bank
Montana
$105K
NFG
118
Next Financial Group
Texas
$94K +$12.4K +295 +15%
CMA
119
Cedar Mountain Advisors
Oregon
$90K +$90K +2,145 New
ACM
120
Anfield Capital Management
California
$85K +$85K +1,990 New
APA
121
American Portfolios Advisors
New York
$84K +$210 +5 +0.3%
PB
122
Pinnacle Bancorp
Nebraska
$57K +$844 +20 +2%
TFGT
123
TS Financial Group (TSFG)
Illinois
$55K
SFSIG
124
San Francisco Sentry Investment Group
California
$52K
IF
125
Ironwood Financial
Arizona
$52K