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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

86 hedge funds and large institutions have $293M invested in iShares Morningstar Growth ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 6 closing their positions.

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
20
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.39M
2
VF
2
Virtu Financial
New York
$918K
3
WI
3
WBI Investments
New Jersey
$360K
4
Stifel Financial
4
Stifel Financial
Missouri
$630K
5
SCA
5
Stonebridge Capital Advisors
Minnesota
$333K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$9.27M
2
Bank of America
2
Bank of America
North Carolina
$36.5M
3
Axa
3
Axa
France
$82.3M
4
UBS Group
4
UBS Group
Switzerland
$10.8M
5
MFS
5
MSI Financial Services
Massachusetts
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$353K -$406K -17,365 -54%
BTS
52
BB&T Securities
Virginia
$347K +$16.7K +715 +5%
SI
53
SII Investments
Wisconsin
$339K -$68.5K -2,900 -17%
SAM
54
Summit Asset Management
Tennessee
$336K – – –
SCA
55
Stonebridge Capital Advisors
Minnesota
$333K +$333K +14,200 New
KeyBank National Association
56
KeyBank National Association
Ohio
$316K +$316K +13,500 New
M&T Bank
57
M&T Bank
New York
$307K -$13.8K -590 -4%
VCM
58
Vision Capital Management
Oregon
$289K – – –
SFA
59
Sequoia Financial Advisors
Ohio
$283K -$19.3K -825 -6%
BRWA
60
B. Riley Wealth Advisors
Florida
$271K -$255K -10,890 -48%
NPC
61
National Planning Corporation
California
$254K – – –
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$253K -$60.7K -2,595 -19%
DC
63
Davenport & Co
Virginia
$241K +$241K +10,305 New
SHGA
64
Sand Hill Global Advisors
California
$219K +$219K +9,365 New
TH
65
Timber Hill
Connecticut
$215K +$215K +9,190 New
OC
66
Oakworth Capital
Alabama
$186K – – –
Creative Planning
67
Creative Planning
Kansas
$151K -$27.2K -1,165 -15%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$120K -$8.45K -360 -7%
HFA
69
High Falls Advisors
New York
$120K – – –
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$117K – – –
PFBT
71
Parkside Financial Bank & Trust
Missouri
$104K – – –
NSIM
72
North Star Investment Management
Illinois
$62K – – –
FIB
73
First Interstate Bank
Montana
$59K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$55K – – –
KA
75
Klingman & Associates
New York
$48K +$116 +5 +0.2%
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