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iShares Morningstar Growth ETF
ILCG

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.

New
Increased
Maintained
Reduced
Closed

193.46% more ownership

Funds ownership: 0% → 193.46% (+193%)

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1
JOYN Advisors
Georgia
$48.6M – – –
Axa
2
Axa
France
$45.9M +$46.6M +2,793,815 New
Bank of America
3
Bank of America
North Carolina
$26.7M +$27.2M +1,628,280 New
BWM
4
Baystate Wealth Management
Massachusetts
$12.5M +$12.7M +761,525 New
WBG
5
Wharton Business Group
Pennsylvania
$10.1M +$10.3M +615,625 New
Wells Fargo
6
Wells Fargo
California
$8.17M +$8.3M +497,695 New
U
7
UBS
Switzerland
$7.96M +$8.09M +485,060 New
BCI
8
Brinker Capital Investments
Pennsylvania
$6.98M +$7.09M +425,000 New
Morgan Stanley
9
Morgan Stanley
New York
$6.96M +$7.08M +424,155 New
JP Morgan Chase
10
JP Morgan Chase
New York
$3.99M +$4.05M +242,870 New
LPL Financial
11
LPL Financial
California
$3.88M +$3.94M +236,020 New
JIC
12
Johnson Investment Counsel
Ohio
$3.78M +$3.84M +230,275 New
CS
13
Credit Suisse
Switzerland
$3.31M +$3.36M +201,345 New
CMP
14
Courage Miller Partners
Virginia
$2.36M +$2.39M +143,535 New
Ameriprise
15
Ameriprise
Minnesota
$2.26M +$2.3M +137,760 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.92M +$1.95M +116,585 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.83M +$1.86M +111,265 New
TH
18
Timber Hill
Connecticut
$1.36M +$1.38M +82,985 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.34M +$1.36M +81,780 New
ECM
20
ETrade Capital Management
Virginia
$1.33M +$1.35M +80,780 New
Citigroup
21
Citigroup
New York
$1.26M +$1.28M +76,535 New
CAN
22
Cetera Advisor Networks
California
$1.16M +$1.18M +70,455 New
Creative Planning
23
Creative Planning
Kansas
$772K +$784K +46,995 New
KCG
24
Knight Capital Group
$769K +$782K +46,840 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$676K +$687K +41,175 New
1
2 3

ILCG Hedge Fund Activity: Q2 2013 in Review

50 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2013, worth a combined $212M.

Buyers outnumbered sellers: 50 funds opened new ILCG positions and 0 closed out — a net gain of 50 holders — while 0 added to existing stakes and 0 trimmed.

  • 50 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $212M of iShares Morningstar Growth ETF stock for Q2 2013.
  • 50 funds opened new iShares Morningstar Growth ETF positions in Q2 2013 and 0 closed out, a net change of +50 holders.

Based on aggregated 13F filings for Q2 2013.