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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

71 hedge funds and large institutions have $266M invested in iShares Morningstar Growth ETF in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
23
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.2M
3
MFS
3
MSI Financial Services
Massachusetts
$4.35M
4
Jane Street
4
Jane Street
New York
$2.29M
5
Bank of America
5
Bank of America
North Carolina
$27.4M

Top Sellers

1
AIG
1
American International Group
New York
$1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.16M
3
JIC
3
Johnson Investment Counsel
Ohio
$4.13M
4
Axa
4
Axa
France
$80.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$492K
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
51
Northern Trust
Illinois
$299K 2,531 -603 -19%
Barclays
52
Barclays
United Kingdom
$247K 2,088 – –
MA
53
MUFG Americas
New York
$226K 1,911 -75 -4%
NPC
54
National Planning Corporation
California
$223K 1,885 -2,278 -55%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$222K 1,874 +1,874 New
FAAS
56
First Allied Advisory Services
California
$217K 1,826 – –
OC
57
Oakworth Capital
Alabama
$193K 1,635 – –
MAM
58
Meeder Asset Management
Ohio
$129K 1,087 -3 -0.3%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$118K 1,000 +1,000 New
NSIM
60
North Star Investment Management
Illinois
$62K 528 – –
IF
61
Ironwood Financial
Arizona
$34K 285 +285 New
TRCT
62
Tower Research Capital (TRC)
New York
$25K 210 +210 New
WA
63
WFG Advisors
Texas
$24K 206 -74 -26%
BRWM
64
B. Riley Wealth Management
Tennessee
$23K 199 – –
AIM
65
Advantage Investment Management
Iowa
$15K 125 – –
IWM
66
Integrated Wealth Management
California
$11K 100 +100 New
CCMW
67
Cypress Capital Management (Wyoming)
Wyoming
$10.6K 90 – –
RIA
68
Regal Investment Advisors
Michigan
$7K 61 +61 New
ASN
69
Advisory Services Network
Georgia
$7K 62 +62 New
TAIM
70
TD Ameritrade Investment Management
Nebraska
$6K 49 +25 +104%
BFG
71
Beacon Financial Group
Texas
– – -3,211 Closed
BRWA
72
B. Riley Wealth Advisors
Florida
– – -197 Closed
NFG
73
Next Financial Group
Texas
– – -121 Closed
Deutsche Bank
74
Deutsche Bank
Germany
– – -48 Closed
Parallax Volatility Advisers
75
Parallax Volatility Advisers
California
$0 1 – –
1 2
3