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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

112 hedge funds and large institutions have $495M invested in iShares Morningstar Growth ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+4
Holders Change %
+3.7%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
44
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$8.32M
2
LPL Financial
LPL Financial
California
+$7.04M
3
Morgan Stanley
Morgan Stanley
New York
+$6.97M
4
RJA
Raymond James & Associates
Florida
+$4.45M
5
MML Investors Services
MML Investors Services
Massachusetts
+$3.02M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.81M
2
Goldman Sachs
Goldman Sachs
New York
-$3.45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.8M
4
CF
Centaurus Financial
California
-$2.36M
5
UBS Group
UBS Group
Switzerland
-$947K
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$108M +$2.99M +80,500 +3%
Bank of America
2
Bank of America
North Carolina
$40.9M +$2.95M +79,240 +8%
Morgan Stanley
3
Morgan Stanley
New York
$37.1M +$6.97M +187,525 +23%
Ameriprise
4
Ameriprise
Minnesota
$35M +$230K +1,250 +0.7%
Wells Fargo
5
Wells Fargo
California
$30.8M +$8.32M +223,865 +37%
LPL Financial
6
LPL Financial
California
$21.8M +$7.04M +189,460 +48%
UBS Group
7
UBS Group
Switzerland
$20.1M -$947K -25,480 -4%
CA
8
Clearstead Advisors
Ohio
$19.4M +$1.63M +43,825 +9%
GG
9
GenWealth Group
New Jersey
$17M -$59.8K -1,610 -0.3%
MML Investors Services
10
MML Investors Services
Massachusetts
$15.4M +$3.02M +81,120 +24%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$14.2M +$209K +5,635 +1%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$10.9M -$5.81M -156,415 -35%
KJWM
13
Kiley Juergens Wealth Management
Washington
$9.21M +$31.6K +850 +0.3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.75M +$2.49M +67,010 +40%
AG
15
Advisor Group
Arizona
$7.8M +$367K +9,875 +5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$6.6M +$2.82M +75,800 +75%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$6.17M +$1.13M +30,275 +22%
RJA
18
Raymond James & Associates
Florida
$5.54M +$4.45M +119,750 +408%
Goldman Sachs
19
Goldman Sachs
New York
$5.39M -$3.45M -92,785 -39%
Citigroup
20
Citigroup
New York
$5.29M +$314K +8,450 +6%
LFAS
21
Level Four Advisory Services
Texas
$4.6M – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.46M +$2.72M +73,265 +157%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$3.85M +$575K +15,475 +18%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3.55M -$40K -1,075 -1%
JIC
25
Johnson Investment Counsel
Ohio
$3.44M -$92.9K -2,500 -3%
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