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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

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.

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
19
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFG
1
Noven Financial Group
Colorado
$3.12M
2
SG Americas Securities
2
SG Americas Securities
New York
$8.11M
3
BWM
3
Baystate Wealth Management
Massachusetts
$20.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.79M
5
PI
5
Placemark Investments
Illinois
$891K

Top Sellers

1
Axa
1
Axa
France
$47.1M
2
Bank of America
2
Bank of America
North Carolina
$21.1M
3
WBG
3
Wharton Business Group
Pennsylvania
$643K
4
TH
4
Timber Hill
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$7.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$47.1M 441,623 -67,400 -13%
Bank of America
2
Bank of America
North Carolina
$21.1M 197,610 -58,206 -23%
BWM
3
Baystate Wealth Management
Massachusetts
$20.8M 194,840 +12,717 +7%
Wells Fargo
4
Wells Fargo
California
$11.9M 111,980 +1,572 +1%
U
5
UBS
Switzerland
$8.68M 81,346 +1,412 +2%
SG Americas Securities
6
SG Americas Securities
New York
$8.11M 76,078 +14,591 +24%
Morgan Stanley
7
Morgan Stanley
New York
$7.78M 72,898 -19,186 -21%
BCI
8
Brinker Capital Investments
Pennsylvania
$6.83M 64,000 – –
LPL Financial
9
LPL Financial
California
$6.49M 60,836 -5,403 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.32M 59,253 -6,029 -9%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$5.72M 53,663 -742 -1%
JIC
12
Johnson Investment Counsel
Ohio
$4.59M 43,060 -970 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.79M 35,505 +9,397 +36%
NFG
14
Noven Financial Group
Colorado
$3.12M 29,295 +29,295 New
CAN
15
Cetera Advisor Networks
California
$2.76M 25,917 +2,811 +12%
CMP
16
Courage Miller Partners
Virginia
$2.36M 22,080 -755 -3%
Ameriprise
17
Ameriprise
Minnesota
$1.95M 18,278 +85 +0.5%
Citigroup
18
Citigroup
New York
$1.67M 15,653 -141 -0.9%
ECM
19
ETrade Capital Management
Virginia
$1.66M 15,528 -136 -0.9%
Jane Street
20
Jane Street
New York
$976K 9,149 +126 +1%
HighTower Advisors
21
HighTower Advisors
Illinois
$972K 9,116 -636 -7%
TFCP
22
Twin Focus Capital Partners
Massachusetts
$895K 8,391 +403 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$894K 8,376 -5,470 -40%
PI
24
Placemark Investments
Illinois
$891K 8,358 +8,358 New
MFS
25
MSI Financial Services
Massachusetts
$811K 7,606 -1,363 -15%
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