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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

68 hedge funds and large institutions have $321M invested in iShares Morningstar Growth ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
4
Increased
24
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$47.7M
2
NFG
2
Noven Financial Group
Colorado
$15.6M
3
BWM
3
Baystate Wealth Management
Massachusetts
$33.2M
4
Axa
4
Axa
France
$80.8M
5
SG Americas Securities
5
SG Americas Securities
New York
$3.37M

Top Sellers

1
Jane Street
1
Jane Street
New York
$928K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$373K
3
BCM
3
Brookstone Capital Management
Illinois
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.1M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$629K
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$80.8M 721,523 +27,700 +4%
Bank of America
2
Bank of America
North Carolina
$47.7M 426,217 +194,875 +84%
BWM
3
Baystate Wealth Management
Massachusetts
$33.2M 296,701 +40,073 +16%
Goldman Sachs
4
Goldman Sachs
New York
$27.5M 245,843 -2 -0%
UBS Group
5
UBS Group
Switzerland
$16.9M 151,229 +2,582 +2%
Wells Fargo
6
Wells Fargo
California
$16.5M 147,423 -2,595 -2%
NFG
7
Noven Financial Group
Colorado
$15.6M 139,351 +115,898 +494%
Morgan Stanley
8
Morgan Stanley
New York
$10M 89,430 +10,477 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.8M 87,527 +3,465 +4%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$9.32M 83,234 -2,786 -3%
LPL Financial
11
LPL Financial
California
$7.13M 61,351 +982 +2%
MFS
12
MSI Financial Services
Massachusetts
$5.08M 45,373 +1,802 +4%
Ameriprise
13
Ameriprise
Minnesota
$3.92M 34,944 +4,525 +15%
JIC
14
Johnson Investment Counsel
Ohio
$3.59M 32,050 -2,985 -9%
SG Americas Securities
15
SG Americas Securities
New York
$3.37M 30,100 +18,879 +168%
CAN
16
Cetera Advisor Networks
California
$3.19M 28,421 +1,931 +7%
Citigroup
17
Citigroup
New York
$2.6M 23,253 +446 +2%
CMP
18
Courage Miller Partners
Virginia
$2.31M 20,635 -94 -0.5%
UFA
19
US Financial Advisors
Massachusetts
$1.86M 16,587 +1,000 +6%
ECM
20
ETrade Capital Management
Virginia
$1.48M 13,188 -495 -4%
TFCP
21
Twin Focus Capital Partners
Massachusetts
$1.21M 10,833 +2,243 +26%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.18M 10,577 +920 +10%
KA
23
Kovack Advisors
Florida
$1.11M 9,948 +7,147 +255%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.1M 9,863 -13,896 -58%
AIG
25
American International Group
New York
$1.04M 9,242 +1,916 +26%
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