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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 %
KFA
126
Kelleher Financial Advisors
New York
– -$223K -6,025 Closed
MIM
127
Marco Investment Management
Georgia
– -$221K -5,945 Closed
RCAG
128
Rehmann Capital Advisory Group
Michigan
– -$137K -3,680 Closed
SWP
129
Stratos Wealth Partners
Ohio
– -$101K -2,730 Closed
PS
130
Portfolio Strategies
New York
– -$62K -1,675 Closed
APP
131
Avantax Planning Partners
Iowa
– -$26K -690 Closed
2 3 4 5
6