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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

71 hedge funds and large institutions have $310M invested in iShares Morningstar Growth ETF in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
26
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.2M
2
Jane Street
2
Jane Street
New York
$8.31M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.73M
4
BWM
4
Baystate Wealth Management
Massachusetts
$30.5M
5
BCM
5
Brookstone Capital Management
Illinois
$2.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.37M
2
Citadel Advisors
2
Citadel Advisors
Florida
$542K
3
Wells Fargo
3
Wells Fargo
California
$17.8M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$504K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$748K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
26
Managed Account Advisors
New Jersey
$1.19M +$423K +17,820 +55%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.15M +$35.7K +1,505 +3%
TFCP
28
Twin Focus Capital Partners
Massachusetts
$1.02M +$237K +9,970 +30%
US Bancorp
29
US Bancorp
Minnesota
$919K – – –
AIG
30
American International Group
New York
$869K -$136K -5,745 -14%
CAG
31
Crestwood Advisors Group
Massachusetts
$844K +$96.8K +4,075 +13%
ICAS
32
Investors Capital Advisory Services
Massachusetts
$839K +$28K +1,180 +3%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$801K +$307K +12,960 +62%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$748K -$414K -17,445 -36%
FAAS
35
First Allied Advisory Services
California
$716K +$500K +21,100 +231%
Citadel Advisors
36
Citadel Advisors
Florida
$542K -$1.36M -57,100 -71%
CAL
37
Capital Advisors Ltd
Ohio
$509K – – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$504K -$488K -20,540 -49%
MC
39
Moors & Cabot
Massachusetts
$475K -$17.8K -750 -4%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$464K -$949 -40 -0.2%
SPC
41
Sigma Planning Corp
Michigan
$436K +$47.5K +2,000 +12%
M&T Bank
42
M&T Bank
New York
$430K – – –
WI
43
WBI Investments
New Jersey
$404K -$15.1K -635 -4%
PA
44
Pinnacle Associates
New York
$392K – – –
VCM
45
Vision Capital Management
Oregon
$370K -$98.5K -4,150 -21%
SFA
46
Sequoia Financial Advisors
Ohio
$370K -$7.48K -315 -2%
SAM
47
Summit Asset Management
Tennessee
$352K – – –
NPC
48
National Planning Corporation
California
$348K +$119K +4,900 +52%
KA
49
Kovack Advisors
Florida
$332K +$332K +14,005 New
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$318K +$119 +5 +0%
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