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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

68 hedge funds and large institutions have $321M invested in iShares Morningstar Growth ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
4
Increased
24
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$47.7M
2
NFG
2
Noven Financial Group
Colorado
$15.6M
3
BWM
3
Baystate Wealth Management
Massachusetts
$33.2M
4
Axa
4
Axa
France
$80.8M
5
SG Americas Securities
5
SG Americas Securities
New York
$3.37M

Top Sellers

1
Jane Street
1
Jane Street
New York
$928K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$373K
3
BCM
3
Brookstone Capital Management
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$629K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
26
Crestwood Advisors Group
Massachusetts
$948K +$152K +6,775 +19%
Jane Street
27
Jane Street
New York
$928K -$6.91M -308,615 -88%
US Bancorp
28
US Bancorp
Minnesota
$867K – – –
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$746K -$10.3K -460 -1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$629K -$1.21M -53,860 -66%
WBG
31
Wharton Business Group
Pennsylvania
$567K – – –
ICAS
32
Investors Capital Advisory Services
Massachusetts
$508K -$283K -12,640 -36%
CAL
33
Capital Advisors Ltd
Ohio
$480K – – –
MC
34
Moors & Cabot
Massachusetts
$447K – – –
FAAS
35
First Allied Advisory Services
California
$444K -$234K -10,445 -35%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$443K +$5.7K +255 +1%
SI
37
SII Investments
Wisconsin
$422K +$192K +8,565 +83%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$390K -$85.1K -3,800 -18%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$373K -$5.98M -266,965 -94%
PA
40
Pinnacle Associates
New York
$370K +$112 +5 +0%
SFA
41
Sequoia Financial Advisors
Ohio
$343K -$6.16K -275 -2%
SAM
42
Summit Asset Management
Tennessee
$332K – – –
SPC
43
Sigma Planning Corp
Michigan
$327K -$84.1K -3,755 -20%
VCM
44
Vision Capital Management
Oregon
$314K -$35K -1,565 -10%
M&T Bank
45
M&T Bank
New York
$307K -$99.1K -4,420 -24%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$300K – – –
BTS
47
BB&T Securities
Virginia
$292K +$90.3K +4,035 +45%
NPC
48
National Planning Corporation
California
$257K -$99.6K -4,000 -28%
CA
49
Cetera Advisors
Colorado
$248K +$22.5K +1,005 +10%
Creative Planning
50
Creative Planning
Kansas
$234K +$234K +10,445 New
1
2
3