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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

124 hedge funds and large institutions have $481M invested in iShares Morningstar Growth ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 48 reducing their positions, and 14 closing their positions.

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% 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
9
Increased
29
Reduced
48
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$3.51M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$2.95M
3
Bank of America
3
Bank of America
North Carolina
$47.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.1M
5
Ameriprise
5
Ameriprise
Minnesota
$8.87M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.7M
2
UBS Group
2
UBS Group
Switzerland
$17.6M
3
LPL Financial
3
LPL Financial
California
$33.6M
4
CAN
4
Cetera Advisor Networks
California
$1.2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$102M 529,323 -3,100 -0.6%
Bank of America
2
Bank of America
North Carolina
$47.8M 248,909 +11,715 +5%
LPL Financial
3
LPL Financial
California
$33.6M 175,015 -9,323 -5%
Wells Fargo
4
Wells Fargo
California
$26.4M 137,358 +1,089 +0.8%
Morgan Stanley
5
Morgan Stanley
New York
$24.7M 128,904 -33,709 -21%
CA
6
Clearstead Advisors
Ohio
$20.4M 106,419 +1,361 +1%
GG
7
GenWealth Group
New Jersey
$18.3M 93,964 +169 +0.2%
UBS Group
8
UBS Group
Switzerland
$17.6M 91,691 -12,070 -12%
MML Investors Services
9
MML Investors Services
Massachusetts
$17.5M 91,348 +4,140 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13.9M 72,246 -3,015 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.1M 68,489 +10,815 +19%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$10.6M 55,646 -1,123 -2%
KJWM
13
Kiley Juergens Wealth Management
Washington
$9.59M 49,990 +92 +0.2%
Ameriprise
14
Ameriprise
Minnesota
$8.87M 46,210 +6,002 +15%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$5.74M 29,908 -2,721 -8%
Goldman Sachs
16
Goldman Sachs
New York
$5.56M 29,000 -308 -1%
Citigroup
17
Citigroup
New York
$5.25M 27,353 -442 -2%
AAS
18
Avantax Advisory Services
Texas
$5.22M 27,202 +1,945 +8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.02M 26,159 -5,479 -17%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.94M 25,760 -1,456 -5%
AG
21
Advisor Group
Arizona
$4.31M 22,466 +204 +0.9%
Citadel Advisors
22
Citadel Advisors
Florida
$4.17M 21,741 -823 -4%
IDA
23
Intelligence Driven Advisers
California
$4M 20,872 -4,745 -19%
CF
24
Centaurus Financial
California
$3.51M 18,290 +14,952 +448%
JIC
25
Johnson Investment Counsel
Ohio
$3.31M 17,265 -172 -1%
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