ILCG icon

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 %
IA
76
IFP Advisors
Florida
$35K – – –
IF
77
Ironwood Financial
Arizona
$33K -$4.92K -185 -13%
ASN
78
Advisory Services Network
Georgia
$31K +$31K +1,190 New
GWM
79
Geneos Wealth Management
Colorado
$30K – – –
AWM
80
Avior Wealth Management
Nebraska
$26K -$26K -995 -50%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$1.94K +75 +8%
CFA
82
Carroll Financial Associates
North Carolina
$20K +$20K +775 New
AIM
83
Advantage Investment Management
Iowa
$16K – – –
FFW
84
Fusion Family Wealth
New York
$14K +$136 +5 +1%
CCMW
85
Cypress Capital Management (Wyoming)
Wyoming
$11.9K – – –
TAIM
86
TD Ameritrade Investment Management
Nebraska
$5K – – –
MBA
87
McQueen Ball & Associates
Pennsylvania
$1.72K – – –
FAAS
88
First Allied Advisory Services
California
– -$424K -17,510 Closed
Jane Street
89
Jane Street
New York
– -$254K -10,480 Closed
NFG
90
Next Financial Group
Texas
– -$45K -1,875 Closed
WA
91
WFG Advisors
Texas
– -$25K -1,050 Closed
AssetMark Inc
92
AssetMark Inc
California
– -$6K -235 Closed
BP
93
Ballentine Partners
Massachusetts
– -$6K -230 Closed
BBHC
94
Brown Brothers Harriman & Co
New York
– -$1K -45 Closed
1 2 3
4