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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

84 hedge funds and large institutions have $345M invested in iShares Morningstar Growth ETF in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
24
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
Baystate Wealth Management
Massachusetts
$42.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.64M
3
LPL Financial
3
LPL Financial
California
$22.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.08M
5
Axa
5
Axa
France
$89.4M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$0
2
Wells Fargo
2
Wells Fargo
California
$17.9M
3
DC
3
Davenport & Co
Virginia
$0
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
UFA
5
US Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MBA
26
McQueen Ball & Associates
Pennsylvania
$1.54M +$1.54M +65,275 New
ECM
27
ETrade Capital Management
Virginia
$1.48M -$65.9K -2,790 -4%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.14M -$106K -4,455 -9%
VKH
29
Virtu KCG Holdings
New York
$1.03M +$1.03M +43,710 New
ICAS
30
Investors Capital Advisory Services
Massachusetts
$951K -$2.95K -125 -0.3%
Lido Advisors
31
Lido Advisors
California
$923K +$923K +39,065 New
ACP
32
Arcus Capital Partners
Georgia
$917K +$1.77K +75 +0.2%
US Bancorp
33
US Bancorp
Minnesota
$846K -$67.7K -2,870 -7%
RJA
34
Raymond James & Associates
Florida
$767K +$767K +32,450 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$689K +$11.9K +505 +2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$654K -$15.6K -660 -2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$646K -$1.76M -74,550 -73%
PAG
38
Private Advisor Group
New Jersey
$627K -$112K -4,745 -15%
WBG
39
Wharton Business Group
Pennsylvania
$574K – – –
CAG
40
Crestwood Advisors Group
Massachusetts
$530K -$302K -12,795 -36%
CAL
41
Capital Advisors Ltd
Ohio
$507K – – –
CA
42
Cetera Advisors
Colorado
$489K +$169K +7,175 +53%
FAAS
43
First Allied Advisory Services
California
$483K -$10.7K -455 -2%
MC
44
Moors & Cabot
Massachusetts
$473K – – –
KLI
45
Kelman-Lazarov Inc
Tennessee
$462K +$462K +19,325 New
CIBC World Market
46
CIBC World Market
Ontario, Canada
$437K +$13.3K +565 +3%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$428K +$52.2K +2,215 +14%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$425K +$54.2K +2,295 +15%
SI
49
SII Investments
Wisconsin
$409K +$165K +6,965 +68%
PA
50
Pinnacle Associates
New York
$387K -$3.79K -160 -1%
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