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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

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.

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
24
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$10.5M
2
Axa
2
Axa
France
$77.8M
3
Wells Fargo
3
Wells Fargo
California
$17.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.02M
5
AIG
5
American International Group
New York
$5.45M

Top Sellers

1
TH
1
Timber Hill
Connecticut
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$1.31M
3
BFG
3
Beacon Financial Group
Texas
$366K
4
TFCP
4
Twin Focus Capital Partners
Massachusetts
$586K
5
VCM
5
Vision Capital Management
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$77.8M 687,623 +55,300 +9%
Bank of America
2
Bank of America
North Carolina
$24.1M 213,029 +15,418 +8%
BWM
3
Baystate Wealth Management
Massachusetts
$23.8M 210,621 +4,085 +2%
Wells Fargo
4
Wells Fargo
California
$17.6M 155,914 +44,626 +40%
UBS Group
5
UBS Group
Switzerland
$10.5M 92,899 +92,899 New
Morgan Stanley
6
Morgan Stanley
New York
$10.3M 90,868 +13,784 +18%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$9.52M 84,137 +1,136 +1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.39M 74,148 +13,319 +22%
LPL Financial
9
LPL Financial
California
$7.61M 67,251 +3,098 +5%
AIG
10
American International Group
New York
$5.45M 48,177 +16,560 +52%
JIC
11
Johnson Investment Counsel
Ohio
$4.58M 40,475 -650 -2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$4.02M 35,559 +35,559 New
CAN
13
Cetera Advisor Networks
California
$3.28M 28,978 +1,326 +5%
NFG
14
Noven Financial Group
Colorado
$2.6M 23,009 -3,047 -12%
CMP
15
Courage Miller Partners
Virginia
$2.5M 22,057 -213 -1%
Ameriprise
16
Ameriprise
Minnesota
$2.42M 21,385 +1,889 +10%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.94M 17,178 +69 +0.4%
Citigroup
18
Citigroup
New York
$1.88M 16,597 +239 +1%
UFA
19
US Financial Advisors
Massachusetts
$1.74M 15,374 +15,374 New
ECM
20
ETrade Capital Management
Virginia
$1.57M 13,912 -1,320 -9%
NES
21
New England Securities
New York
$1.32M 11,670 +3,024 +35%
SG Americas Securities
22
SG Americas Securities
New York
$1.31M 11,585 -24,585 -68%
MFS
23
MSI Financial Services
Massachusetts
$1.19M 10,493 +2,964 +39%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.18M 10,426 +1,986 +24%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$945K 8,350 +1,311 +19%
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