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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

84 hedge funds and large institutions have $345M invested in iShares Morningstar Growth ETF in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
24
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
Baystate Wealth Management
Massachusetts
$42.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.64M
3
LPL Financial
3
LPL Financial
California
$22.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.08M
5
Axa
5
Axa
France
$89.4M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$0
2
Wells Fargo
2
Wells Fargo
California
$17.9M
3
DC
3
Davenport & Co
Virginia
$0
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
UFA
5
US Financial Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
Summit Asset Management
Tennessee
$339K – – –
BTS
52
BB&T Securities
Virginia
$334K -$2.24K -95 -0.7%
M&T Bank
53
M&T Bank
New York
$324K – – –
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$317K +$354 +15 +0.1%
WP
55
WealthSource Partners
California
$317K +$317K +13,410 New
SFA
56
Sequoia Financial Advisors
Ohio
$305K -$19.2K -810 -6%
Stifel Financial
57
Stifel Financial
Missouri
$297K +$11.8K +500 +4%
BRWA
58
B. Riley Wealth Advisors
Florida
$296K +$171K +13,010 +138%
VCM
59
Vision Capital Management
Oregon
$291K -$40K -1,695 -12%
NPC
60
National Planning Corporation
California
$241K -$231K -9,915 -49%
MA
61
MUFG Americas
New York
$226K – – –
FHC
62
First Heartland Consultants
Missouri
$200K +$200K +8,470 New
OC
63
Oakworth Capital
Alabama
$183K -$9.66K -410 -5%
Creative Planning
64
Creative Planning
Kansas
$180K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$130K +$11.5K +485 +10%
HFA
66
High Falls Advisors
New York
$118K – – –
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$118K – – –
PFBT
68
Parkside Financial Bank & Trust
Missouri
$105K – – –
NSIM
69
North Star Investment Management
Illinois
$62K – – –
FIB
70
First Interstate Bank
Montana
$59K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$55K – – –
KA
72
Klingman & Associates
New York
$49K +$49K +2,065 New
ASN
73
Advisory Services Network
Georgia
$44K -$29.8K -1,265 -40%
IF
74
Ironwood Financial
Arizona
$34K +$34K +1,425 New
GWM
75
Geneos Wealth Management
Colorado
$28K +$28K +1,175 New
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