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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

95 hedge funds and large institutions have $320M invested in iShares Morningstar Growth ETF in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
31
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.13M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.13M
3
Jane Street
Jane Street
New York
+$1.65M
4
Morgan Stanley
Morgan Stanley
New York
+$1.32M
5
LPL Financial
LPL Financial
California
+$1.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.18M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.09M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
4
UBS Group
UBS Group
Switzerland
-$1.2M
5
Axa
Axa
France
-$849K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
76
North Star Investment Management
Illinois
$77K – – –
FIB
77
First Interstate Bank
Montana
$73K – – –
BF
78
BOK Financial
Oklahoma
$55K +$55K +1,875 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$53K +$9.25K +315 +21%
HS
80
Horan Securities
United States
$52K +$295 +10 +0.6%
ASN
81
Advisory Services Network
Georgia
$43K +$8.07K +275 +23%
VFA
82
Valeo Financial Advisors
Indiana
$37K +$37K +1,250 New
SFSIG
83
San Francisco Sentry Investment Group
California
$36K – – –
IF
84
Ironwood Financial
Arizona
$36K – – –
IA
85
IFP Advisors
Florida
$35K -$3.68K -125 -10%
GWM
86
Geneos Wealth Management
Colorado
$34K – – –
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$30K – – –
AWM
88
Avior Wealth Management
Nebraska
$29K – – –
AFNAS
89
American Financial Network Advisory Services
California
$29K +$29K +980 New
NFG
90
Next Financial Group
Texas
$24K – – –
CFA
91
Carroll Financial Associates
North Carolina
$22K – – –
AIM
92
Advantage Investment Management
Iowa
$18K – – –
CCMW
93
Cypress Capital Management (Wyoming)
Wyoming
$7K -$7K -225 -50%
TAIM
94
TD Ameritrade Investment Management
Nebraska
$2K – – –
Citadel Advisors
95
Citadel Advisors
Florida
– -$1.58M -56,675 Closed
EFS
96
Essex Financial Services
Connecticut
– -$454K -16,320 Closed
SI
97
SII Investments
Wisconsin
– -$204K -7,340 Closed
VWA
98
V Wealth Advisors
Kansas
– -$56K -2,000 Closed
DADC
99
D.A. Davidson & Co
Montana
– -$14K -535 Closed
FFW
100
Fusion Family Wealth
New York
– -$14K -515 Closed
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