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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

95 hedge funds and large institutions have $320M invested in iShares Morningstar Growth ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
31
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.13M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.13M
3
Jane Street
Jane Street
New York
+$1.65M
4
Morgan Stanley
Morgan Stanley
New York
+$1.32M
5
LPL Financial
LPL Financial
California
+$1.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.18M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.09M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
4
UBS Group
UBS Group
Switzerland
-$1.2M
5
Axa
Axa
France
-$849K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCP
26
Twin Focus Capital Partners
Massachusetts
$1.87M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.71M -$62.6K -2,140 -4%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$1.67M +$176K +6,020 +12%
ECM
29
ETrade Capital Management
Virginia
$1.55M -$276K -9,425 -15%
KA
30
Kovack Advisors
Florida
$1.45M -$47.7K -1,630 -3%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.42M +$600K +20,475 +73%
CA
32
Cetera Advisors
Colorado
$1.4M -$55.4K -1,890 -4%
MWM
33
Marietta Wealth Management
Georgia
$1.24M +$251K +8,570 +25%
RWP
34
RWA Wealth Partners
Massachusetts
$1.19M +$2.78K +95 +0.2%
TH
35
Timber Hill
Connecticut
$995K +$160K +5,465 +19%
NPC
36
National Planning Corporation
California
$944K +$51.2K +1,750 +6%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$903K -$99.6K -3,400 -10%
BWM
38
Baystate Wealth Management
Massachusetts
$871K +$14.8K +500 +2%
SB
39
Suntrust Banks
Georgia
$846K +$167K +6,905 +25%
US Bancorp
40
US Bancorp
Minnesota
$822K +$104K +3,550 +14%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$789K +$5.56K +190 +0.7%
SG Americas Securities
42
SG Americas Securities
New York
$744K -$374K -12,770 -33%
IH
43
IFC Holdings
Florida
$709K +$3.22K +110 +0.5%
CAL
44
Capital Advisors Ltd
Ohio
$628K – – –
MC
45
Moors & Cabot
Massachusetts
$586K – – –
PAG
46
Private Advisor Group
New Jersey
$559K +$219K +7,375 +64%
Stifel Financial
47
Stifel Financial
Missouri
$550K – – –
WBG
48
Wharton Business Group
Pennsylvania
$546K – – –
PA
49
Pinnacle Associates
New York
$458K +$293 +10 +0.1%
KLI
50
Kelman-Lazarov Inc
Tennessee
$444K -$4.39K -150 -1%
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