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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

88 hedge funds and large institutions have $250M invested in iShares Morningstar Growth ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
25
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.26M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.84M
4
LFAS
Level Four Advisory Services
Texas
+$1.18M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$725K

Top Sellers

1
BWM
Baystate Wealth Management
Massachusetts
-$49.6M
2
Axa
Axa
France
-$6.54M
3
Bank of America
Bank of America
North Carolina
-$5.43M
4
Wells Fargo
Wells Fargo
California
-$1.76M
5
CAN
Cetera Advisor Networks
California
-$907K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$1.27M +$107K +4,075 +9%
SG Americas Securities
27
SG Americas Securities
New York
$1.22M – – –
RWP
28
RWA Wealth Partners
Massachusetts
$1.07M -$9.75K -370 -0.9%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$1.03M +$725K +27,525 +236%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$857K -$111K -4,225 -11%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$830K -$16.7K -635 -2%
US Bancorp
32
US Bancorp
Minnesota
$807K -$134K -5,085 -14%
TH
33
Timber Hill
Connecticut
$768K +$119K +4,500 +18%
MWM
34
Marietta Wealth Management
Georgia
$750K +$305K +11,575 +68%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$726K +$69K +2,620 +10%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$674K +$27.9K +1,095 +4%
BWM
37
Baystate Wealth Management
Massachusetts
$643K -$49.6M -1,893,010 -99%
CAL
38
Capital Advisors Ltd
Ohio
$565K – – –
MC
39
Moors & Cabot
Massachusetts
$526K – – –
KLI
40
Kelman-Lazarov Inc
Tennessee
$509K – – –
WBG
41
Wharton Business Group
Pennsylvania
$491K – – –
SB
42
Suntrust Banks
Georgia
$467K +$210K +8,675 +82%
VKH
43
Virtu KCG Holdings
New York
$460K -$395K -14,995 -46%
PA
44
Pinnacle Associates
New York
$432K +$264 +10 +0.1%
EFS
45
Essex Financial Services
Connecticut
$430K +$24.9K +945 +6%
ACP
46
Arcus Capital Partners
Georgia
$370K -$54.7K -2,080 -13%
BOTW
47
Bank of the West
California
$370K – – –
SAM
48
Summit Asset Management
Tennessee
$367K – – –
BTS
49
BB&T Securities
Virginia
$351K -$26.8K -1,020 -7%
RJA
50
Raymond James & Associates
Florida
$329K -$33.8K -1,285 -9%
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