ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

71 hedge funds and large institutions have $310M invested in iShares Morningstar Growth ETF in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
26
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$29.2M
2
Jane Street
2
Jane Street
New York
$8.31M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.73M
4
BWM
4
Baystate Wealth Management
Massachusetts
$30.5M
5
BCM
5
Brookstone Capital Management
Illinois
$2.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.37M
2
Citadel Advisors
2
Citadel Advisors
Florida
$542K
3
Wells Fargo
3
Wells Fargo
California
$17.8M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$504K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$748K
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$82.3M 693,823 +10,600 +2%
BWM
2
Baystate Wealth Management
Massachusetts
$30.5M 256,628 +28,582 +13%
Goldman Sachs
3
Goldman Sachs
New York
$29.2M 245,845 +236,524 +2,538%
Bank of America
4
Bank of America
North Carolina
$27.5M 231,342 -274 -0.1%
Wells Fargo
5
Wells Fargo
California
$17.8M 150,018 -5,227 -3%
UBS Group
6
UBS Group
Switzerland
$17.6M 148,647 -1,913 -1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$10.2M 86,020 -959 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.98M 84,062 +7,792 +10%
Morgan Stanley
9
Morgan Stanley
New York
$9.37M 78,953 -49,341 -38%
Jane Street
10
Jane Street
New York
$8.31M 70,012 +50,646 +262%
LPL Financial
11
LPL Financial
California
$7.2M 60,369 -3,023 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.73M 56,724 +47,968 +548%
MFS
13
MSI Financial Services
Massachusetts
$5.17M 43,571 +6,767 +18%
JIC
14
Johnson Investment Counsel
Ohio
$4.16M 35,035 +115 +0.3%
Ameriprise
15
Ameriprise
Minnesota
$3.62M 30,419 +6,515 +27%
CAN
16
Cetera Advisor Networks
California
$3.13M 26,490 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.82M 23,759 +11,826 +99%
NFG
18
Noven Financial Group
Colorado
$2.78M 23,453 +61 +0.3%
Citigroup
19
Citigroup
New York
$2.71M 22,807 +5,666 +33%
CMP
20
Courage Miller Partners
Virginia
$2.46M 20,729 -41 -0.2%
BCM
21
Brookstone Capital Management
Illinois
$2.4M 20,199 +20,199 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.95M 16,389 +97 +0.6%
UFA
23
US Financial Advisors
Massachusetts
$1.85M 15,587 +212 +1%
ECM
24
ETrade Capital Management
Virginia
$1.62M 13,683 +165 +1%
SG Americas Securities
25
SG Americas Securities
New York
$1.33M 11,221 -164 -1%
1
2 3