ILCG icon

iShares Morningstar Growth ETF

82 hedge funds and large institutions have $353M invested in iShares Morningstar Growth ETF in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
82
Holders Change
+14
Holders Change %
+20.59%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
29
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTS
51
BB&T Securities
Virginia
$342K +$28.5K +1,185 +9%
VCM
52
Vision Capital Management
Oregon
$337K
SFA
53
Sequoia Financial Advisors
Ohio
$330K -$38.5K -1,600 -10%
M&T Bank
54
M&T Bank
New York
$329K
CA
55
Cetera Advisors
Colorado
$325K +$59K +2,460 +22%
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$322K
Stifel Financial
57
Stifel Financial
Missouri
$290K +$290K +12,065 New
SI
58
SII Investments
Wisconsin
$248K -$206K -8,560 -45%
MA
59
MUFG Americas
New York
$230K
BRWA
60
B. Riley Wealth Advisors
Florida
$228K +$121 +5 +0.1%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$220K +$220K +9,065 New
OC
62
Oakworth Capital
Alabama
$197K
Creative Planning
63
Creative Planning
Kansas
$184K -$67.9K -2,815 -27%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$120K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$120K
HFA
66
High Falls Advisors
New York
$120K +$120K +5,000 New
PFBT
67
Parkside Financial Bank & Trust
Missouri
$107K
ASN
68
Advisory Services Network
Georgia
$75K
NSIM
69
North Star Investment Management
Illinois
$64K
FIB
70
First Interstate Bank
Montana
$60K +$60K +2,500 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$56K +$56K +2,330 New
TWMP
72
Taylor Wealth Management Partners
Massachusetts
$43K +$43K +1,790 New
IA
73
IFP Advisors
Florida
$32K +$32K +1,350 New
WA
74
WFG Advisors
Texas
$25K +$240 +10 +1%
AIM
75
Advantage Investment Management
Iowa
$15K