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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

63 hedge funds and large institutions have $190M invested in iShares Morningstar Growth ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
19
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
1
Noven Financial Group
Colorado
$3.12M
2
SG Americas Securities
2
SG Americas Securities
New York
$8.11M
3
BWM
3
Baystate Wealth Management
Massachusetts
$20.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.79M
5
PI
5
Placemark Investments
Illinois
$891K

Top Sellers

1
Axa
1
Axa
France
$47.1M
2
Bank of America
2
Bank of America
North Carolina
$21.1M
3
WBG
3
Wharton Business Group
Pennsylvania
$643K
4
TH
4
Timber Hill
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$7.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$766K -$104K -4,875 -12%
NES
27
New England Securities
New York
$739K +$208K +9,775 +39%
WBG
28
Wharton Business Group
Pennsylvania
$643K -$4.24M -198,750 -87%
AP
29
Advisors Preferred
Maryland
$641K -$235K -11,010 -27%
Creative Planning
30
Creative Planning
Kansas
$613K -$190K -8,915 -24%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$606K +$320 +15 +0.1%
AIG
32
American International Group
New York
$581K -$37.6K -1,765 -6%
ICAS
33
Investors Capital Advisory Services
Massachusetts
$577K +$36.4K +1,705 +7%
CAG
34
Crestwood Advisors Group
Massachusetts
$549K +$55.5K +2,600 +11%
NPC
35
National Planning Corporation
California
$481K +$29.8K +1,400 +7%
VCM
36
Vision Capital Management
Oregon
$469K -$117K -5,475 -20%
CAL
37
Capital Advisors Ltd
Ohio
$457K – – –
MC
38
Moors & Cabot
Massachusetts
$443K – – –
SFA
39
Sequoia Financial Advisors
Ohio
$434K -$42.4K -1,990 -9%
Goldman Sachs
40
Goldman Sachs
New York
$393K -$36K -1,685 -8%
PA
41
Pinnacle Associates
New York
$372K +$107 +5 +0%
US Bancorp
42
US Bancorp
Minnesota
$349K +$349K +16,340 New
BFG
43
Beacon Financial Group
Texas
$342K – – –
CS
44
Credit Suisse
Switzerland
$337K +$22.7K +1,065 +7%
SAM
45
Summit Asset Management
Tennessee
$316K – – –
SI
46
SII Investments
Wisconsin
$286K +$13.4K +630 +5%
FAAS
47
First Allied Advisory Services
California
$242K +$242K +11,460 New
CA
48
Cetera Advisors
Colorado
$231K +$5.11K +240 +2%
Barclays
49
Barclays
United Kingdom
$219K – – –
MA
50
MUFG Americas
New York
$212K – – –
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2
3