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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

71 hedge funds and large institutions have $310M invested in iShares Morningstar Growth ETF in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
26
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.2M
2
Jane Street
2
Jane Street
New York
$8.31M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.73M
4
BWM
4
Baystate Wealth Management
Massachusetts
$30.5M
5
BCM
5
Brookstone Capital Management
Illinois
$2.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.37M
2
Citadel Advisors
2
Citadel Advisors
Florida
$542K
3
Wells Fargo
3
Wells Fargo
California
$17.8M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$504K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$748K
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$247K – – –
SI
52
SII Investments
Wisconsin
$245K -$76.5K -3,215 -24%
CA
53
Cetera Advisors
Colorado
$239K -$65.5K -2,765 -22%
MA
54
MUFG Americas
New York
$227K – – –
BTS
55
BB&T Securities
Virginia
$214K +$214K +9,020 New
OC
56
Oakworth Capital
Alabama
$202K – – –
MAM
57
Meeder Asset Management
Ohio
$129K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$119K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$118K -$104K -4,385 -47%
ASN
60
Advisory Services Network
Georgia
$75K +$67.6K +2,820 +910%
NSIM
61
North Star Investment Management
Illinois
$63K – – –
IF
62
Ironwood Financial
Arizona
$34K – – –
WA
63
WFG Advisors
Texas
$24K – – –
BRWM
64
B. Riley Wealth Management
Tennessee
$23K – – –
AIM
65
Advantage Investment Management
Iowa
$15K – – –
IWM
66
Integrated Wealth Management
California
$12K – – –
CCMW
67
Cypress Capital Management (Wyoming)
Wyoming
$10.7K – – –
RIA
68
Regal Investment Advisors
Michigan
$7K – – –
TAIM
69
TD Ameritrade Investment Management
Nebraska
$6K -$255 -10 -4%
WBG
70
Wharton Business Group
Pennsylvania
$601 – – –
Creative Planning
71
Creative Planning
Kansas
– -$356K -15,075 Closed
Northern Trust
72
Northern Trust
Illinois
– -$299K -12,655 Closed
TRCT
73
Tower Research Capital (TRC)
New York
– -$25K -1,050 Closed
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