iShares Morningstar Growth ETF
ILCG
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.
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
19.49% more ownership
Funds ownership: 218.73% → 238.22% (+19%)
12% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 34
8% more funds holding
Funds holding: 112 → 121 (+9)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less capital invested
Capital invested by funds: $495M → $468M (-$27.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$33.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.36M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.46M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.73M |
| 5 |
Jane Street
New York
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.72M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.47M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.86M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$904K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$878K |
ILCG Hedge Fund Activity: Q4 2018 in Review
121 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2018, worth a combined $468M — down 5.5% from $495M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new ILCG positions and 11 closed out — a net gain of 9 holders — while 38 added to existing stakes and 34 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $33.4M. The largest seller was Raymond James & Associates, cutting an estimated $2.72M.
- 121 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2018, up from 112 in Q3 2018.
- Funds reported $468M of iShares Morningstar Growth ETF stock for Q4 2018, down 5.5% quarter-over-quarter.
- 20 funds opened new iShares Morningstar Growth ETF positions in Q4 2018 and 11 closed out, a net change of +9 holders.
- The largest iShares Morningstar Growth ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $33.4M added.
- The largest iShares Morningstar Growth ETF seller in Q4 2018 was Raymond James & Associates, an estimated $2.72M sold.
Based on aggregated 13F filings for Q4 2018.