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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

58 hedge funds and large institutions have $211M invested in iShares Morningstar Growth ETF in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
23
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Axa
1
Axa
France
$68.8M
2
TH
2
Timber Hill
Connecticut
$3.22M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.03M
4
AIG
4
American International Group
New York
$3.44M
5
BWM
5
Baystate Wealth Management
Massachusetts
$22.5M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$3.94M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Jane Street
4
Jane Street
New York
$0
5
PI
5
Placemark Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
MSI Financial Services
Massachusetts
$819K -$8.38K -385 -1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$766K -$15.3K -705 -2%
ICAS
28
Investors Capital Advisory Services
Massachusetts
$671K +$82.9K +3,815 +14%
WBG
29
Wharton Business Group
Pennsylvania
$603K -$53.5K -2,455 -8%
CAG
30
Crestwood Advisors Group
Massachusetts
$574K +$14.5K +665 +3%
Creative Planning
31
Creative Planning
Kansas
$532K -$94.1K -4,320 -15%
NPC
32
National Planning Corporation
California
$480K -$9.77K -450 -2%
US Bancorp
33
US Bancorp
Minnesota
$475K +$120K +5,500 +34%
CAL
34
Capital Advisors Ltd
Ohio
$466K – – –
WI
35
WBI Investments
New Jersey
$458K +$458K +21,035 New
MC
36
Moors & Cabot
Massachusetts
$451K – – –
VCM
37
Vision Capital Management
Oregon
$439K -$38.6K -1,775 -8%
Goldman Sachs
38
Goldman Sachs
New York
$400K -$217 -10 -0.1%
SFA
39
Sequoia Financial Advisors
Ohio
$396K -$47.5K -2,180 -11%
PA
40
Pinnacle Associates
New York
$380K – – –
SAM
41
Summit Asset Management
Tennessee
$323K – – –
CA
42
Cetera Advisors
Colorado
$318K +$82.1K +3,775 +35%
SI
43
SII Investments
Wisconsin
$263K -$28.5K -1,315 -10%
M&T Bank
44
M&T Bank
New York
$261K +$261K +12,020 New
Barclays
45
Barclays
United Kingdom
$225K – – –
MA
46
MUFG Americas
New York
$216K – – –
NFG
47
Next Financial Group
Texas
$211K +$211K +9,710 New
FAAS
48
First Allied Advisory Services
California
$204K -$46.4K -2,125 -19%
OC
49
Oakworth Capital
Alabama
$181K – – –
NSIM
50
North Star Investment Management
Illinois
$57K – – –
1
2
3