iShares Morningstar Growth ETF
ILCG
ILCG
60 hedge funds and large institutions have $193M invested in iShares Morningstar Growth ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
20
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
$4.56M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
$25.5M |
| 3 |
DS
DRW Securities
Chicago,
Illinois
|
$0 |
| 4 |
Axa
Paris,
France
|
$50.7M |
| 5 |
U
UBS
Zurich,
Switzerland
|
$7.96M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
NSIM
51
North Star Investment Management
Chicago,
Illinois
| $53K | +$53K | +2,640 | New |
|
52
Envestnet Asset Management
Chicago,
Illinois
| $47K | – | – | – |
|
|
S
53
SignatureFD
Atlanta,
Georgia
| $45K | – | – | – |
|
|
PP
54
Palladium Partners
Norfolk,
Virginia
| $36K | +$36K | +1,820 | New |
|
|
WA
55
WFG Advisors
Dallas,
Texas
| $28K | +$101 | +5 | +0.4% |
|
|
SFSIG
56
San Francisco Sentry Investment Group
San Francisco,
California
| $21K | – | – | – |
|
|
BRWM
57
B. Riley Wealth Management
Memphis,
Tennessee
| $21K | +$21K | +1,045 | New |
|
|
TAIM
58
TD Ameritrade Investment Management
Omaha,
Nebraska
| $14K | – | – | – |
|
|
JA
59
JOYN Advisors
Atlanta,
Georgia
| $12K | +$12K | +605 | New |
|
|
MAS
60
Madden Advisory Services
Jacksonville,
Florida
| $7K | – | – | – |
|
|
DS
61
DRW Securities
Chicago,
Illinois
| – | -$3.54M | -177,695 | Closed |
|
|
BF
62
BOK Financial
Tulsa,
Oklahoma
| – | -$564K | -28,300 | Closed |
|
|
RCAG
63
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$213K | -10,675 | Closed |
|