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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

84 hedge funds and large institutions have $345M invested in iShares Morningstar Growth ETF in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
13
Increased
24
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
1
Baystate Wealth Management
Massachusetts
$42.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.64M
3
LPL Financial
3
LPL Financial
California
$22.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.08M
5
Axa
5
Axa
France
$89.4M

Top Sellers

1
NFG
1
Noven Financial Group
Colorado
$0
2
Wells Fargo
2
Wells Fargo
California
$17.9M
3
DC
3
Davenport & Co
Virginia
$0
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
UFA
5
US Financial Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
1
Axa
France
$89.4M 756,323 +17,700 +2%
Bank of America
2
Bank of America
North Carolina
$49.1M 415,795 -7,969 -2%
BWM
3
Baystate Wealth Management
Massachusetts
$42.3M 358,115 +42,534 +13%
LPL Financial
4
LPL Financial
California
$22.8M 193,454 +36,816 +24%
Wells Fargo
5
Wells Fargo
California
$17.9M 151,197 -25,046 -14%
UBS Group
6
UBS Group
Switzerland
$17.1M 145,049 -3,194 -2%
Morgan Stanley
7
Morgan Stanley
New York
$13.1M 110,892 -335 -0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.88M 83,640 -4,606 -5%
MFS
9
MSI Financial Services
Massachusetts
$7.78M 65,852 -1,441 -2%
Ameriprise
10
Ameriprise
Minnesota
$7.62M 64,529 +6,239 +11%
Goldman Sachs
11
Goldman Sachs
New York
$5.76M 48,716 +1,400 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$5.64M 47,747 +38,220 +401%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$4.52M 38,209 -379 -1%
CAN
14
Cetera Advisor Networks
California
$3.89M 32,905 +6,821 +26%
JIC
15
Johnson Investment Counsel
Ohio
$3.73M 31,555 -635 -2%
Citadel Advisors
16
Citadel Advisors
Florida
$3.08M 26,067 +26,067 New
Citigroup
17
Citigroup
New York
$2.91M 24,646 +101 +0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.29M 19,402 +9,376 +94%
CMP
19
Courage Miller Partners
Virginia
$2.29M 19,354 -1,721 -8%
SG Americas Securities
20
SG Americas Securities
New York
$2.01M 17,038 -700 -4%
Jane Street
21
Jane Street
New York
$2.01M 16,982 +949 +6%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1.9M 16,042 +16,042 New
TFCP
23
Twin Focus Capital Partners
Massachusetts
$1.77M 14,939 +1,642 +12%
KA
24
Kovack Advisors
Florida
$1.7M 14,362 +4,386 +44%
AIG
25
American International Group
New York
$1.62M 13,747 +904 +7%
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