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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

128 hedge funds and large institutions have $511M invested in iShares Morningstar Growth ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+4
Holders Change %
+3.23%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
36
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AG
Advisor Group
Arizona
+$9.29M
2
Bank of America
Bank of America
North Carolina
+$4.66M
3
LPL Financial
LPL Financial
California
+$4.38M
4
SPC
Sigma Planning Corp
Michigan
+$4.01M
5
Axa
Axa
France
+$3.68M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.17M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$3.07M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.5M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.78M
5
IDA
Intelligence Driven Advisers
California
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$105M +$3.68M +96,000 +4%
Bank of America
2
Bank of America
North Carolina
$52.3M +$4.66M +121,815 +10%
LPL Financial
3
LPL Financial
California
$37.9M +$4.38M +114,365 +13%
Morgan Stanley
4
Morgan Stanley
New York
$28M +$3.32M +86,815 +13%
Wells Fargo
5
Wells Fargo
California
$26.7M +$423K +11,050 +2%
CA
6
Clearstead Advisors
Ohio
$22.6M +$2.21M +57,790 +11%
UBS Group
7
UBS Group
Switzerland
$20.2M +$2.66M +69,415 +15%
GG
8
GenWealth Group
New Jersey
$17.7M -$259K -6,775 -1%
MML Investors Services
9
MML Investors Services
Massachusetts
$15.7M -$1.78M -46,405 -10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$14.1M +$317K +8,290 +2%
AG
11
Advisor Group
Arizona
$13.6M +$9.29M +242,545 +216%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.6M -$2.5M -65,400 -19%
Ameriprise
13
Ameriprise
Minnesota
$9.95M +$1.12M +29,345 +13%
KJWM
14
Kiley Juergens Wealth Management
Washington
$9.6M +$29.9K +780 +0.3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$9.53M -$1.12M -29,255 -11%
AAS
16
Avantax Advisory Services
Texas
$6M +$783K +20,440 +15%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.93M +$917K +23,950 +18%
Goldman Sachs
18
Goldman Sachs
New York
$5.55M – – –
Citigroup
19
Citigroup
New York
$5.16M -$78.9K -2,060 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.96M +$28K +730 +0.6%
SPC
21
Sigma Planning Corp
Michigan
$4.29M +$4.01M +104,655 +1,410%
CF
22
Centaurus Financial
California
$3.6M +$94.4K +2,465 +3%
LFAS
23
Level Four Advisory Services
Texas
$3.12M +$39.1K +1,020 +1%
MWM
24
Marietta Wealth Management
Georgia
$2.99M +$127K +3,310 +4%
JIC
25
Johnson Investment Counsel
Ohio
$2.95M -$355K -9,275 -11%
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