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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

71 hedge funds and large institutions have $266M invested in iShares Morningstar Growth ETF in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
23
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.2M
3
MFS
3
MSI Financial Services
Massachusetts
$4.35M
4
Jane Street
4
Jane Street
New York
$2.29M
5
Bank of America
5
Bank of America
North Carolina
$27.4M

Top Sellers

1
AIG
1
American International Group
New York
$1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.16M
3
JIC
3
Johnson Investment Counsel
Ohio
$4.13M
4
Axa
4
Axa
France
$80.8M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$492K
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$80.8M 683,223 -4,400 -0.6%
Bank of America
2
Bank of America
North Carolina
$27.4M 231,616 +18,587 +9%
BWM
3
Baystate Wealth Management
Massachusetts
$27M 228,046 +17,425 +8%
Wells Fargo
4
Wells Fargo
California
$18.4M 155,245 -669 -0.4%
UBS Group
5
UBS Group
Switzerland
$17.8M 150,560 +57,661 +62%
Morgan Stanley
6
Morgan Stanley
New York
$15.2M 128,294 +37,426 +41%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$10.3M 86,979 +2,842 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.02M 76,270 +2,122 +3%
LPL Financial
9
LPL Financial
California
$7.46M 63,392 -3,859 -6%
MFS
10
MSI Financial Services
Massachusetts
$4.35M 36,804 +26,311 +251%
JIC
11
Johnson Investment Counsel
Ohio
$4.13M 34,920 -5,555 -14%
CAN
12
Cetera Advisor Networks
California
$3.13M 26,490 -2,488 -9%
Ameriprise
13
Ameriprise
Minnesota
$2.83M 23,904 +2,519 +12%
NFG
14
Noven Financial Group
Colorado
$2.77M 23,392 +383 +2%
CMP
15
Courage Miller Partners
Virginia
$2.46M 20,770 -1,287 -6%
Jane Street
16
Jane Street
New York
$2.29M 19,366 +19,366 New
Citigroup
17
Citigroup
New York
$2.03M 17,141 +544 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.93M 16,292 -886 -5%
Citadel Advisors
19
Citadel Advisors
Florida
$1.89M 15,985 +15,985 New
UFA
20
US Financial Advisors
Massachusetts
$1.82M 15,375 +1 +0%
ECM
21
ETrade Capital Management
Virginia
$1.6M 13,518 -394 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.41M 11,933 +1,507 +14%
SG Americas Securities
23
SG Americas Securities
New York
$1.35M 11,385 -200 -2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.16M 9,798 -25,761 -72%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.11M 9,356 +1,026 +12%
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