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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

71 hedge funds and large institutions have $266M invested in iShares Morningstar Growth ETF in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
23
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.2M
3
MFS
3
MSI Financial Services
Massachusetts
$4.35M
4
Jane Street
4
Jane Street
New York
$2.29M
5
Bank of America
5
Bank of America
North Carolina
$27.4M

Top Sellers

1
AIG
1
American International Group
New York
$1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.16M
3
JIC
3
Johnson Investment Counsel
Ohio
$4.13M
4
Axa
4
Axa
France
$80.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$492K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.1M 9,321 +7,024 +306%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.04M 8,756 +8,623 +6,483%
AIG
28
American International Group
New York
$1M 8,475 -39,702 -82%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$988K 8,353 +3 +0%
US Bancorp
30
US Bancorp
Minnesota
$916K 7,743 -200 -3%
ICAS
31
Investors Capital Advisory Services
Massachusetts
$808K 6,836 +908 +15%
TFCP
32
Twin Focus Capital Partners
Massachusetts
$780K 6,596 +1,415 +27%
MAA
33
Managed Account Advisors
New Jersey
$760K 6,427 +6,427 New
CAG
34
Crestwood Advisors Group
Massachusetts
$744K 6,293 +700 +13%
WBG
35
Wharton Business Group
Pennsylvania
$599K 5,064 -840 -14%
CAL
36
Capital Advisors Ltd
Ohio
$507K 4,289 – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$492K 4,160 -4,000 -49%
MC
38
Moors & Cabot
Massachusetts
$491K 4,148 – –
VCM
39
Vision Capital Management
Oregon
$467K 3,948 +3,948 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$464K 3,921 +424 +12%
M&T Bank
41
M&T Bank
New York
$428K 3,623 -111 -3%
WI
42
WBI Investments
New Jersey
$418K 3,534 -298 -8%
PA
43
Pinnacle Associates
New York
$390K 3,301 -99 -3%
SPC
44
Sigma Planning Corp
Michigan
$387K 3,271 – –
SFA
45
Sequoia Financial Advisors
Ohio
$376K 3,179 -66 -2%
Creative Planning
46
Creative Planning
Kansas
$356K 3,015 -575 -16%
SAM
47
Summit Asset Management
Tennessee
$351K 2,966 – –
SI
48
SII Investments
Wisconsin
$320K 2,701 +151 +6%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$317K 2,679 +2,679 New
CA
50
Cetera Advisors
Colorado
$304K 2,570 +394 +18%
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