ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

140 hedge funds and large institutions have $554M invested in iShares Morningstar Growth ETF in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+12
Holders Change %
+9.38%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
24
Increased
32
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$5.32M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.29M
3
EF
Empowered Funds
Pennsylvania
+$4.9M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.38M
5
Ameriprise
Ameriprise
Minnesota
+$1.37M

Top Sellers

1
Axa
Axa
France
-$105M
2
AG
Advisor Group
Arizona
-$8.79M
3
Bank of America
Bank of America
North Carolina
-$8.64M
4
Morgan Stanley
Morgan Stanley
New York
-$6.81M
5
UBS Group
UBS Group
Switzerland
-$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$121M +$121M +2,892,115 New
Bank of America
2
Bank of America
North Carolina
$48.7M -$8.64M -205,860 -15%
LPL Financial
3
LPL Financial
California
$39.5M -$2.07M -49,400 -5%
Wells Fargo
4
Wells Fargo
California
$29.5M +$160K +3,805 +0.5%
CA
5
Clearstead Advisors
Ohio
$25M +$197K +4,680 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$23.9M -$6.81M -162,220 -22%
GG
7
GenWealth Group
New Jersey
$19.3M -$182K -4,335 -0.9%
MML Investors Services
8
MML Investors Services
Massachusetts
$18M +$731K +17,410 +4%
UBS Group
9
UBS Group
Switzerland
$17.8M -$4.37M -103,975 -20%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$15.9M +$412K +9,820 +3%
Ameriprise
11
Ameriprise
Minnesota
$12.3M +$1.37M +32,715 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.8M -$823K -19,595 -7%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$10.5M +$81.7K +1,945 +0.8%
KJWM
14
Kiley Juergens Wealth Management
Washington
$10.5M -$39.1K -930 -0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$7.82M +$2.38M +56,730 +44%
AAS
16
Avantax Advisory Services
Texas
$7.05M +$480K +11,440 +7%
AG
17
Advisor Group
Arizona
$6.11M -$8.79M -209,390 -59%
Goldman Sachs
18
Goldman Sachs
New York
$6.09M – – –
Citigroup
19
Citigroup
New York
$6.02M +$362K +8,630 +6%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.98M -$516K -12,280 -8%
AWA
21
Arkadios Wealth Advisors
Georgia
$5.62M +$5.62M +121,600 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$5.54M +$5.29M +125,995 +2,089%
Citadel Advisors
23
Citadel Advisors
Florida
$5.32M +$5.32M +126,705 New
EF
24
Empowered Funds
Pennsylvania
$4.9M +$4.9M +116,775 New
LFAS
25
Level Four Advisory Services
Texas
$3.6M +$172K +4,100 +5%
1
2 3 4 5