iShares Morningstar Growth ETF
ILCG
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.
100% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 22
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
22% more capital invested
Capital invested by funds: $404M → $495M (+$90.9M)
7.76% more ownership
Funds ownership: 210.97% → 218.73% (+7.8%)
4% more funds holding
Funds holding: 108 → 112 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$8.11M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.86M |
| 3 |
Morgan Stanley
New York
|
+$6.79M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.34M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$5.67M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$4.44M |
| 3 |
Goldman Sachs
New York
|
-$3.36M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.8M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$2.24M |
ILCG Hedge Fund Activity: Q3 2018 in Review
112 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q3 2018, worth a combined $495M — up 22% from $404M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ILCG positions and 5 closed out — a net gain of 4 holders — while 44 added to existing stakes and 22 trimmed.
The largest buyer was Wells Fargo, adding an estimated $8.11M. The largest seller was JP Morgan Chase, cutting an estimated $5.67M.
- 112 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q3 2018, up from 108 in Q2 2018.
- Funds reported $495M of iShares Morningstar Growth ETF stock for Q3 2018, up 22% quarter-over-quarter.
- 9 funds opened new iShares Morningstar Growth ETF positions in Q3 2018 and 5 closed out, a net change of +4 holders.
- The largest iShares Morningstar Growth ETF buyer in Q3 2018 was Wells Fargo, an estimated $8.11M added.
- The largest iShares Morningstar Growth ETF seller in Q3 2018 was JP Morgan Chase, an estimated $5.67M sold.
Based on aggregated 13F filings for Q3 2018.