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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

121 hedge funds and large institutions have $468M invested in iShares Morningstar Growth ETF in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
38
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$31.4M
2
Bank of America
Bank of America
North Carolina
+$6.91M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.12M
4
LPL Financial
LPL Financial
California
+$4.44M
5
Jane Street
Jane Street
New York
+$3.5M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.55M
2
AG
Advisor Group
Arizona
-$2.32M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.74M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$848K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$824K
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$94.6M +$2.27M +71,500 +2%
Bank of America
2
Bank of America
North Carolina
$41.8M +$6.91M +217,800 +20%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$38.8M +$31.4M +989,005 +420%
Morgan Stanley
4
Morgan Stanley
New York
$31.4M -$250K -7,890 -0.8%
Wells Fargo
5
Wells Fargo
California
$28.7M +$2.47M +77,760 +9%
LPL Financial
6
LPL Financial
California
$23M +$4.44M +139,930 +24%
UBS Group
7
UBS Group
Switzerland
$20.5M +$3.3M +104,015 +19%
CA
8
Clearstead Advisors
Ohio
$16.6M +$58.5K +1,845 +0.4%
GG
9
GenWealth Group
New Jersey
$14.7M +$111K +3,515 +0.8%
MML Investors Services
10
MML Investors Services
Massachusetts
$12.8M -$331K -10,435 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.1M -$31.7K -1,000 -0.3%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$8.99M -$275K -8,665 -3%
KJWM
13
Kiley Juergens Wealth Management
Washington
$7.96M +$109K +3,445 +1%
Ameriprise
14
Ameriprise
Minnesota
$6.15M +$137K +4,320 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.31M +$1.5M +47,400 +40%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.12M +$5.12M +161,595 New
Goldman Sachs
17
Goldman Sachs
New York
$4.6M +$476 +15 +0%
Citigroup
18
Citigroup
New York
$4.46M -$59.1K -1,865 -1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$4.42M -$848K -26,735 -16%
AG
20
Advisor Group
Arizona
$4.34M -$2.32M -73,000 -35%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$4.16M +$877K +27,640 +27%
IDA
22
Intelligence Driven Advisers
California
$4.05M +$4.05M +127,755 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.88M -$1.74M -55,000 -31%
Jane Street
24
Jane Street
New York
$3.5M +$3.5M +110,295 New
PAG
25
Private Advisor Group
New Jersey
$3.21M +$744K +23,470 +30%
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