iShares Morningstar Growth ETF
ILCG
65 hedge funds and large institutions have $240M invested in iShares Morningstar Growth ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
20% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 20
14% more capital invested
Capital invested by funds: $211M → $240M (+$29.8M)
12% more funds holding
Funds holding: 58 → 65 (+7)
0.12% more ownership
Funds ownership: 186.19% → 186.3% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
+$6.12M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.94M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.94M |
| 4 |
AIG
American International Group
New York
|
+$1.83M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$3.21M |
| 2 |
SG Americas Securities
New York
|
-$2.72M |
| 3 |
BFG
Beacon Financial Group
Dallas,
Texas
|
-$1.02M |
| 4 |
TFCP
Twin Focus Capital Partners
Boston,
Massachusetts
|
-$510K |
| 5 |
VCM
Vision Capital Management
Portland,
Oregon
|
-$439K |
ILCG Hedge Fund Activity: Q4 2014 in Review
65 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2014, worth a combined $240M — up 14% from $211M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new ILCG positions and 4 closed out — a net gain of 8 holders — while 24 added to existing stakes and 20 trimmed.
The largest buyer was Axa, adding an estimated $6.12M. The largest seller was Timber Hill, exiting entirely with an estimated $3.21M sold.
- 65 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2014, up from 58 in Q3 2014.
- Funds reported $240M of iShares Morningstar Growth ETF stock for Q4 2014, up 14% quarter-over-quarter.
- 12 funds opened new iShares Morningstar Growth ETF positions in Q4 2014 and 4 closed out, a net change of +8 holders.
- The largest iShares Morningstar Growth ETF buyer in Q4 2014 was Axa, an estimated $6.12M added.
- The largest iShares Morningstar Growth ETF seller in Q4 2014 was Timber Hill, an estimated $3.21M sold.
Based on aggregated 13F filings for Q4 2014.