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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

94 hedge funds and large institutions have $300M invested in iShares Morningstar Growth ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
25
Reduced
33
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Axa
Axa
France
+$11.7M
2
MML Investors Services
MML Investors Services
Massachusetts
+$5.58M
3
Jane Street
Jane Street
New York
+$3.38M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.11M
5
Morgan Stanley
Morgan Stanley
New York
+$2.09M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.11M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.18M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$786K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$475K
5
VKH
Virtu KCG Holdings
New York
-$460K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$41K -$6.05K -220 -13%
IA
77
IFP Advisors
Florida
$37K – – –
IF
78
Ironwood Financial
Arizona
$35K – – –
SFSIG
79
San Francisco Sentry Investment Group
California
$34K +$34K +1,230 New
ASN
80
Advisory Services Network
Georgia
$33K – – –
GWM
81
Geneos Wealth Management
Colorado
$32K – – –
WA
82
WFG Advisors
Texas
$29K +$29K +1,050 New
AWM
83
Avior Wealth Management
Nebraska
$28K – – –
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
NFG
85
Next Financial Group
Texas
$23K +$23K +815 New
CFA
86
Carroll Financial Associates
North Carolina
$21K – – –
AIM
87
Advantage Investment Management
Iowa
$17K – – –
DADC
88
D.A. Davidson & Co
Montana
$14K -$59.5K -2,275 -81%
FFW
89
Fusion Family Wealth
New York
$14K – – –
CCMW
90
Cypress Capital Management (Wyoming)
Wyoming
$12.5K – – –
BP
91
Ballentine Partners
Massachusetts
$7K +$7K +230 New
TAIM
92
TD Ameritrade Investment Management
Nebraska
$2K -$2.88K -115 -59%
IWM
93
IHT Wealth Management
Illinois
$100 -$100 -4,315 -50%
VKH
94
Virtu KCG Holdings
New York
– -$460K -17,475 Closed
Baird Financial Group
95
Baird Financial Group
Wisconsin
– -$211K -8,000 Closed
CAG
96
Crestwood Advisors Group
Massachusetts
– -$40K -1,450 Closed
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