iShares Morningstar Growth ETF
ILCG
104 hedge funds and large institutions have $397M invested in iShares Morningstar Growth ETF in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 11 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10% more capital invested
Capital invested by funds: $362M → $397M (+$35.2M)
4.83% more ownership
Funds ownership: 207.62% → 212.45% (+4.8%)
3% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 32
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2% less funds holding
Funds holding: 106 → 104 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.14M |
| 2 |
Goldman Sachs
New York
|
+$7.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.86M |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$2.8M |
| 5 |
Axa
Paris,
France
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.22M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.8M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.05M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$928K |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$886K |
ILCG Hedge Fund Activity: Q1 2018 in Review
104 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q1 2018, worth a combined $397M — up 9.7% from $362M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of ILCG and 10 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 33 added.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $8.14M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.22M sold.
- 104 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q1 2018, down from 106 in Q4 2017.
- Funds reported $397M of iShares Morningstar Growth ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
- 10 funds opened new iShares Morningstar Growth ETF positions in Q1 2018 and 11 closed out, a net change of -1 holder.
- The largest iShares Morningstar Growth ETF buyer in Q1 2018 was Raymond James Financial Services Advisors, an estimated $8.14M added.
- The largest iShares Morningstar Growth ETF seller in Q1 2018 was Susquehanna International Group, an estimated $2.22M sold.
Based on aggregated 13F filings for Q1 2018.