ILCG icon

iShares Morningstar Growth ETF

91 hedge funds and large institutions have $289M invested in iShares Morningstar Growth ETF in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
13
Increased
19
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
1
Axa
France
$74M -$12.9M -532,500 -15%
BWM
2
Baystate Wealth Management
Massachusetts
$47.2M +$2.61M +106,055 +6%
Bank of America
3
Bank of America
North Carolina
$33.5M -$2.22M -91,860 -6%
Wells Fargo
4
Wells Fargo
California
$14.5M -$3.65M -150,960 -20%
Morgan Stanley
5
Morgan Stanley
New York
$13.9M +$2.51M +103,845 +22%
UBS Group
6
UBS Group
Switzerland
$10.1M -$7.61M -314,450 -43%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.22M -$305K -12,585 -3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$9.18M +$4.52M +186,715 +97%
CA
9
Clearstead Advisors
Ohio
$7.73M +$7.73M +319,270 New
LPL Financial
10
LPL Financial
California
$7.56M -$120K -4,920 -2%
Goldman Sachs
11
Goldman Sachs
New York
$6.42M +$411K +17,000 +7%
MFS
12
MSI Financial Services
Massachusetts
$5.05M +$1.32M +54,355 +35%
Ameriprise
13
Ameriprise
Minnesota
$4.03M -$171K -7,075 -4%
Citigroup
14
Citigroup
New York
$3.1M +$250K +10,345 +9%
JIC
15
Johnson Investment Counsel
Ohio
$3M -$288K -11,900 -9%
CAN
16
Cetera Advisor Networks
California
$2.62M -$3.47M -143,420 -57%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.55M -$484K -19,995 -16%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$1.96M +$60.5K +2,500 +3%
CMP
19
Courage Miller Partners
Virginia
$1.9M -$164K -6,770 -8%
LFAS
20
Level Four Advisory Services
Texas
$1.67M +$1.67M +69,100 New
AG
21
Advisor Group
Arizona
$1.63M -$32.2K -1,330 -2%
MBA
22
McQueen Ball & Associates
Pennsylvania
$1.58M
TFCP
23
Twin Focus Capital Partners
Massachusetts
$1.55M
ECM
24
ETrade Capital Management
Virginia
$1.53M +$847 +35 +0.1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.47M -$2.32M -95,715 -61%