iShares Morningstar Growth ETF
ILCG
91 hedge funds and large institutions have $289M invested in iShares Morningstar Growth ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39.73% more ownership
Funds ownership: 0% → 39.73% (+40%)
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
2% more funds holding
Funds holding: 89 → 91 (+2)
5% less capital invested
Capital invested by funds: $306M → $289M (-$16.6M)
44% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$4.5M |
| 2 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$2.56M |
| 3 |
Morgan Stanley
New York
|
+$2.5M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$1.31M |
| 5 |
Goldman Sachs
New York
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
-$12.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.58M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.64M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$3.46M |
| 5 |
Jane Street
New York
|
-$2.8M |
ILCG Hedge Fund Activity: Q4 2016 in Review
91 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2016, worth a combined $289M — down 5.4% from $306M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ILCG positions and 9 closed out — a net gain of 3 holders — while 19 added to existing stakes and 34 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $4.5M. The largest seller was Axa, cutting an estimated $12.8M.
- 91 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2016, up from 89 in Q3 2016.
- Funds reported $289M of iShares Morningstar Growth ETF stock for Q4 2016, down 5.4% quarter-over-quarter.
- 12 funds opened new iShares Morningstar Growth ETF positions in Q4 2016 and 9 closed out, a net change of +3 holders.
- The largest iShares Morningstar Growth ETF buyer in Q4 2016 was JP Morgan Chase, an estimated $4.5M added.
- The largest iShares Morningstar Growth ETF seller in Q4 2016 was Axa, an estimated $12.8M sold.
Based on aggregated 13F filings for Q4 2016.