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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

50 hedge funds and large institutions have $212M invested in iShares Morningstar Growth ETF in 2013 Q2 according to their latest regulatory filings, with 50 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
50
Holders Change
+50
Holders Change %
–
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
50
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Axa
1
Axa
France
$45.9M
2
Bank of America
2
Bank of America
North Carolina
$26.7M
3
BWM
3
Baystate Wealth Management
Massachusetts
$12.5M
4
WBG
4
Wharton Business Group
Pennsylvania
$10.1M
5
Wells Fargo
5
Wells Fargo
California
$8.17M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JOYN Advisors
Georgia
– – – –
Axa
2
Axa
France
$45.9M 558,763 +558,763 New
Bank of America
3
Bank of America
North Carolina
$26.7M 325,656 +325,656 New
BWM
4
Baystate Wealth Management
Massachusetts
$12.5M 152,305 +152,305 New
WBG
5
Wharton Business Group
Pennsylvania
$10.1M 123,125 +123,125 New
Wells Fargo
6
Wells Fargo
California
$8.17M 99,539 +99,539 New
U
7
UBS
Switzerland
$7.97M 97,012 +97,012 New
BCI
8
Brinker Capital Investments
Pennsylvania
$6.98M 85,000 +85,000 New
Morgan Stanley
9
Morgan Stanley
New York
$6.97M 84,831 +84,831 New
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$3.99M 48,574 +48,574 New
LPL Financial
11
LPL Financial
California
$3.88M 47,204 +47,204 New
JIC
12
Johnson Investment Counsel
Ohio
$3.78M 46,055 +46,055 New
CS
13
Credit Suisse
Switzerland
$3.31M 40,269 +40,269 New
CMP
14
Courage Miller Partners
Virginia
$2.36M 28,707 +28,707 New
Ameriprise
15
Ameriprise
Minnesota
$2.26M 27,552 +27,552 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.92M 23,317 +23,317 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.83M 22,253 +22,253 New
TH
18
Timber Hill
Connecticut
$1.36M 16,597 +16,597 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.34M 16,356 +16,356 New
ECM
20
ETrade Capital Management
Virginia
$1.33M 16,156 +16,156 New
Citigroup
21
Citigroup
New York
$1.26M 15,307 +15,307 New
CAN
22
Cetera Advisor Networks
California
$1.16M 14,091 +14,091 New
Creative Planning
23
Creative Planning
Kansas
$772K 9,399 +9,399 New
KCG
24
Knight Capital Group
$769K 9,368 +9,368 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$676K 8,235 +8,235 New
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