iShares Morningstar Growth ETF
ILCG
63 hedge funds and large institutions have $190M invested in iShares Morningstar Growth ETF in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
5% more funds holding
Funds holding: 60 → 63 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $193M → $190M (-$3.53M)
8.64% less ownership
Funds ownership: 184.91% → 176.27% (-8.6%)
27% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 26
Top Buyers
Top Sellers
| 1 |
Axa
Paris,
France
|
-$6.88M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.94M |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$4.06M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$3.36M |
| 5 |
Morgan Stanley
New York
|
-$1.96M |
ILCG Hedge Fund Activity: Q2 2014 in Review
63 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q2 2014, worth a combined $190M — down 1.8% from $193M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ILCG positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 26 trimmed.
The largest buyer was Noven Financial Group, opening a new position worth an estimated $2.99M. The largest seller was Axa, cutting an estimated $6.88M.
- 63 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q2 2014, up from 60 in Q1 2014.
- Funds reported $190M of iShares Morningstar Growth ETF stock for Q2 2014, down 1.8% quarter-over-quarter.
- 7 funds opened new iShares Morningstar Growth ETF positions in Q2 2014 and 4 closed out, a net change of +3 holders.
- The largest iShares Morningstar Growth ETF buyer in Q2 2014 was Noven Financial Group, an estimated $2.99M added.
- The largest iShares Morningstar Growth ETF seller in Q2 2014 was Axa, an estimated $6.88M sold.
Based on aggregated 13F filings for Q2 2014.