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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

54 hedge funds and large institutions have $204M invested in iShares Morningstar Growth ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
19
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Axa
1
Axa
France
$54.2M
2
DS
2
DRW Securities
Illinois
$3.54M
3
BWM
3
Baystate Wealth Management
Massachusetts
$17.3M
4
LPL Financial
4
LPL Financial
California
$6.76M
5
SG Americas Securities
5
SG Americas Securities
New York
$6.27M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$270K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.27M
3
TH
3
Timber Hill
Connecticut
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$540K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$6.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$617K -$37.3K -1,870 -6%
HighTower Advisors
27
HighTower Advisors
Illinois
$604K +$604K +30,300 New
BF
28
BOK Financial
Oklahoma
$564K – – –
SFA
29
Sequoia Financial Advisors
Ohio
$562K +$562K +28,200 New
AIG
30
American International Group
New York
$561K +$4.39K +220 +0.8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$540K -$1.22M -61,275 -69%
NES
32
New England Securities
New York
$477K +$75.2K +3,770 +19%
ICAS
33
Investors Capital Advisory Services
Massachusetts
$438K +$176K +8,835 +67%
CAL
34
Capital Advisors Ltd
Ohio
$428K +$428K +21,445 New
NPC
35
National Planning Corporation
California
$412K -$13K -650 -3%
Goldman Sachs
36
Goldman Sachs
New York
$391K +$391K +19,590 New
PA
37
Pinnacle Associates
New York
$373K +$100 +5 +0%
BFG
38
Beacon Financial Group
Texas
$319K – – –
SAM
39
Summit Asset Management
Tennessee
$296K -$31K -1,555 -9%
SI
40
SII Investments
Wisconsin
$285K -$4.68K -235 -2%
CS
41
Credit Suisse
Switzerland
$270K -$2.97M -148,905 -92%
CAG
42
Crestwood Advisors Group
Massachusetts
$214K +$214K +10,725 New
RCAG
43
Rehmann Capital Advisory Group
Michigan
$213K +$213K +10,675 New
Barclays
44
Barclays
United Kingdom
$207K – – –
CA
45
Cetera Advisors
Colorado
$207K +$207K +10,355 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$201K +$997 +50 +0.5%
MA
47
MUFG Americas
New York
$198K – – –
OC
48
Oakworth Capital
Alabama
$181K +$181K +9,075 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$47K – – –
S
50
SignatureFD
Georgia
$45K – – –
1
2
3