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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

88 hedge funds and large institutions have $250M invested in iShares Morningstar Growth ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
25
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.26M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.84M
4
LFAS
Level Four Advisory Services
Texas
+$1.18M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$725K

Top Sellers

1
BWM
Baystate Wealth Management
Massachusetts
-$49.6M
2
Axa
Axa
France
-$6.54M
3
Bank of America
Bank of America
North Carolina
-$5.43M
4
Wells Fargo
Wells Fargo
California
-$1.76M
5
CAN
Cetera Advisor Networks
California
-$907K
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
51
M&T Bank
New York
$327K -$73.1K -2,780 -18%
PAG
52
Private Advisor Group
New Jersey
$311K -$113K -4,315 -27%
VCM
53
Vision Capital Management
Oregon
$302K – – –
NPC
54
National Planning Corporation
California
$300K +$32.5K +1,240 +12%
SFA
55
Sequoia Financial Advisors
Ohio
$285K -$23.1K -875 -7%
SI
56
SII Investments
Wisconsin
$285K +$133 +5 +0%
Stifel Financial
57
Stifel Financial
Missouri
$285K +$10.5K +400 +4%
SWP
58
Stratos Wealth Partners
Ohio
$282K +$282K +10,725 New
FWP
59
FAS Wealth Partners
Kansas
$230K – – –
IWM
60
IHT Wealth Management
Illinois
$227K +$56.8K +2,165 +33%
DC
61
Davenport & Co
Virginia
$226K – – –
BRWA
62
B. Riley Wealth Advisors
Florida
$224K -$1.19K -45 -0.5%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$211K -$89.7K -3,400 -30%
Creative Planning
64
Creative Planning
Kansas
$190K -$15.2K -575 -7%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$146K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$126K -$5.67K -215 -4%
PFBT
67
Parkside Financial Bank & Trust
Missouri
$117K – – –
GRP
68
Global Retirement Partners
California
$94K – – –
DADC
69
D.A. Davidson & Co
Montana
$73K – – –
NSIM
70
North Star Investment Management
Illinois
$70K – – –
FIB
71
First Interstate Bank
Montana
$66K – – –
HS
72
Horan Securities
United States
$46K +$46K +1,750 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$45K -$24.6K -935 -35%
CAG
74
Crestwood Advisors Group
Massachusetts
$40K -$210K -7,605 -84%
PB
75
Pinnacle Bancorp
Nebraska
$36K +$36K +1,355 New
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