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iShares Morningstar Growth ETF
ILCG

50 hedge funds and large institutions have $212M invested in iShares Morningstar Growth ETF in 2013 Q2 according to their latest regulatory filings, with 50 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

193.46% more ownership

Funds ownership: 0% → 193.46% (+193%)

Holders
50
Holders Change
+50
Holders Change %
–
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
26
Twin Focus Capital Partners
Massachusetts
$630K +$640K +38,380 New
VCM
27
Vision Capital Management
Oregon
$612K +$622K +37,290 New
MFS
28
MSI Financial Services
Massachusetts
$583K +$593K +35,535 New
DS
29
DRW Securities
Illinois
$504K +$512K +30,675 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$497K +$505K +30,260 New
BF
31
BOK Financial
Oklahoma
$448K +$455K +27,265 New
Goldman Sachs
32
Goldman Sachs
New York
$417K +$423K +25,380 New
SG Americas Securities
33
SG Americas Securities
New York
$353K +$359K +21,500 New
PA
34
Pinnacle Associates
New York
$307K +$312K +18,680 New
AIG
35
American International Group
New York
$296K +$301K +18,020 New
SAM
36
Summit Asset Management
Tennessee
$269K +$273K +16,385 New
SI
37
SII Investments
Wisconsin
$267K +$274K +16,400 New
NES
38
New England Securities
New York
$258K +$262K +15,705 New
CWM
39
Concert Wealth Management
California
$216K +$219K +13,155 New
Barclays
40
Barclays
United Kingdom
$171K +$174K +10,440 New
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$164K +$167K +10,000 New
MA
42
MUFG Americas
New York
$163K +$166K +9,930 New
S
43
SignatureFD
Georgia
$44K +$44.2K +2,650 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$39K +$39.2K +2,350 New
PP
45
Palladium Partners
Virginia
$30K +$30.4K +1,820 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$16K +$16.7K +1,000 New
TAIM
47
TD Ameritrade Investment Management
Nebraska
$12K +$12.1K +725 New
WA
48
WFG Advisors
Texas
$6K +$6.09K +365 New
Invesco
49
Invesco
Georgia
$6K +$6.26K +375 New
MAS
50
Madden Advisory Services
Florida
$6K +$6.26K +375 New
1
2
3

ILCG Hedge Fund Activity: Q2 2013 in Review

50 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2013, worth a combined $212M.

Buyers outnumbered sellers: 50 funds opened new ILCG positions and 0 closed out — a net gain of 50 holders — while 0 added to existing stakes and 0 trimmed.

  • 50 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $212M of iShares Morningstar Growth ETF stock for Q2 2013.
  • 50 funds opened new iShares Morningstar Growth ETF positions in Q2 2013 and 0 closed out, a net change of +50 holders.

Based on aggregated 13F filings for Q2 2013.