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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

63 hedge funds and large institutions have $190M invested in iShares Morningstar Growth ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
19
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
1
Noven Financial Group
Colorado
$3.12M
2
SG Americas Securities
2
SG Americas Securities
New York
$8.11M
3
BWM
3
Baystate Wealth Management
Massachusetts
$20.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.79M
5
PI
5
Placemark Investments
Illinois
$891K

Top Sellers

1
Axa
1
Axa
France
$47.1M
2
Bank of America
2
Bank of America
North Carolina
$21.1M
3
WBG
3
Wharton Business Group
Pennsylvania
$643K
4
TH
4
Timber Hill
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$7.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
51
Oakworth Capital
Alabama
$174K -$19.2K -900 -10%
NSIM
52
North Star Investment Management
Illinois
$56K – – –
MAM
53
Meeder Asset Management
Ohio
$39K -$90.6K -4,300 -70%
WA
54
WFG Advisors
Texas
$30K +$108 +5 +0.4%
SFSIG
55
San Francisco Sentry Investment Group
California
$22K – – –
BRWM
56
B. Riley Wealth Management
Tennessee
$22K – – –
Federated Hermes
57
Federated Hermes
Pennsylvania
$16K +$16K +750 New
TAIM
58
TD Ameritrade Investment Management
Nebraska
$13K -$2.2K -105 -14%
BRWA
59
B. Riley Wealth Advisors
Florida
$10.3K +$10.3K +485 New
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$10K -$38.6K -1,870 -79%
JA
61
JOYN Advisors
Georgia
$10K -$2.47K -120 -20%
MAS
62
Madden Advisory Services
Florida
$8K – – –
Deutsche Bank
63
Deutsche Bank
Germany
$5K +$5K +240 New
TH
64
Timber Hill
Connecticut
– -$3.36M -168,545 Closed
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
– -$201K -10,080 Closed
S
66
SignatureFD
Georgia
– -$45K -2,250 Closed
PP
67
Palladium Partners
Virginia
– -$36K -1,820 Closed
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