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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

68 hedge funds and large institutions have $321M invested in iShares Morningstar Growth ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
4
Increased
24
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$47.7M
2
NFG
2
Noven Financial Group
Colorado
$15.6M
3
BWM
3
Baystate Wealth Management
Massachusetts
$33.2M
4
Axa
4
Axa
France
$80.8M
5
SG Americas Securities
5
SG Americas Securities
New York
$3.37M

Top Sellers

1
Jane Street
1
Jane Street
New York
$928K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$373K
3
BCM
3
Brookstone Capital Management
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$629K
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$232K – – –
MA
52
MUFG Americas
New York
$214K – – –
BRWA
53
B. Riley Wealth Advisors
Florida
$212K +$212K +9,440 New
OC
54
Oakworth Capital
Alabama
$183K – – –
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$112K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$112K – – –
PFBT
57
Parkside Financial Bank & Trust
Missouri
$100K +$100K +4,455 New
ASN
58
Advisory Services Network
Georgia
$70K – – –
NSIM
59
North Star Investment Management
Illinois
$59K – – –
IF
60
Ironwood Financial
Arizona
$32K – – –
WA
61
WFG Advisors
Texas
$23K – – –
AIM
62
Advantage Investment Management
Iowa
$14K – – –
IWM
63
Integrated Wealth Management
California
$11K – – –
CCMW
64
Cypress Capital Management (Wyoming)
Wyoming
$10.1K – – –
RIA
65
Regal Investment Advisors
Michigan
$6K – – –
TAIM
66
TD Ameritrade Investment Management
Nebraska
$5K – – –
GWM
67
Gupta Wealth Management
California
$4K +$4K +160 New
BCM
68
Brookstone Capital Management
Illinois
– -$2.4M -100,995 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– -$748K -31,545 Closed
Citadel Advisors
70
Citadel Advisors
Florida
– -$542K -22,825 Closed
WI
71
WBI Investments
New Jersey
– -$404K -17,035 Closed
MAM
72
Meeder Asset Management
Ohio
– -$129K -5,435 Closed
BRWM
73
B. Riley Wealth Management
Tennessee
– -$23K -995 Closed
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