ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

60 hedge funds and large institutions have $193M invested in iShares Morningstar Growth ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
20
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TH
Timber Hill
Connecticut
$3.36M
2
Wells Fargo
Wells Fargo
California
$11M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.6M
4
Jane Street
Jane Street
New York
$899K
5
BWM
Baystate Wealth Management
Massachusetts
$18.1M

Top Sellers

1
WBG
Wharton Business Group
Pennsylvania
$4.56M
2
Bank of America
Bank of America
North Carolina
$25.5M
3
DS
DRW Securities
Illinois
$0
4
Axa
Axa
France
$50.7M
5
U
UBS
Switzerland
$7.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$812K -$15.3K -770 -2%
TFCP
27
Twin Focus Capital Partners
Massachusetts
$796K – – –
Creative Planning
28
Creative Planning
Kansas
$750K +$52.8K +2,650 +8%
AIG
29
American International Group
New York
$578K +$18K +905 +3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$566K -$50.9K -2,555 -8%
VCM
31
Vision Capital Management
Oregon
$547K -$146K -7,305 -21%
ICAS
32
Investors Capital Advisory Services
Massachusetts
$505K +$66.6K +3,345 +15%
NES
33
New England Securities
New York
$496K +$19.6K +985 +4%
CAG
34
Crestwood Advisors Group
Massachusetts
$461K +$247K +12,400 +116%
SFA
35
Sequoia Financial Advisors
Ohio
$445K -$117K -5,855 -21%
NPC
36
National Planning Corporation
California
$428K +$10.1K +500 +2%
CAL
37
Capital Advisors Ltd
Ohio
$427K – – –
MC
38
Moors & Cabot
Massachusetts
$413K +$413K +20,740 New
Goldman Sachs
39
Goldman Sachs
New York
$400K +$10.1K +505 +3%
PA
40
Pinnacle Associates
New York
$347K -$24.9K -1,250 -7%
BFG
41
Beacon Financial Group
Texas
$318K – – –
SAM
42
Summit Asset Management
Tennessee
$295K – – –
CS
43
Credit Suisse
Switzerland
$293K +$23.6K +1,185 +9%
SI
44
SII Investments
Wisconsin
$252K -$29.5K -1,500 -10%
CA
45
Cetera Advisors
Colorado
$211K +$5.17K +260 +3%
Barclays
46
Barclays
United Kingdom
$207K – – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$201K – – –
MA
48
MUFG Americas
New York
$198K – – –
OC
49
Oakworth Capital
Alabama
$181K – – –
MAM
50
Meeder Asset Management
Ohio
$123K +$123K +6,150 New
1
2
3