iShares Morningstar Growth ETF
ILCG
106 hedge funds and large institutions have $362M invested in iShares Morningstar Growth ETF in 2017 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more capital invested
Capital invested by funds: $320M → $362M (+$41.6M)
12% more funds holding
Funds holding: 95 → 106 (+11)
8.78% more ownership
Funds ownership: 198.84% → 207.62% (+8.8%)
16% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 32
Top Buyers
| 1 |
Axa
Paris,
France
|
+$19M |
| 2 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$2.59M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.45M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.51M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.37M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$7.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.51M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.19M |
| 4 |
Jane Street
New York
|
-$2.49M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$2.41M |
ILCG Hedge Fund Activity: Q4 2017 in Review
106 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2017, worth a combined $362M — up 13% from $320M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new ILCG positions and 10 closed out — a net gain of 11 holders — while 27 added to existing stakes and 32 trimmed.
The largest buyer was Axa, adding an estimated $19M. The largest seller was Goldman Sachs, exiting entirely with an estimated $7.3M sold.
- 106 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2017, up from 95 in Q3 2017.
- Funds reported $362M of iShares Morningstar Growth ETF stock for Q4 2017, up 13% quarter-over-quarter.
- 21 funds opened new iShares Morningstar Growth ETF positions in Q4 2017 and 10 closed out, a net change of +11 holders.
- The largest iShares Morningstar Growth ETF buyer in Q4 2017 was Axa, an estimated $19M added.
- The largest iShares Morningstar Growth ETF seller in Q4 2017 was Goldman Sachs, an estimated $7.3M sold.
Based on aggregated 13F filings for Q4 2017.