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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

88 hedge funds and large institutions have $250M invested in iShares Morningstar Growth ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
25
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.26M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.84M
4
LFAS
Level Four Advisory Services
Texas
+$1.18M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$725K

Top Sellers

1
BWM
Baystate Wealth Management
Massachusetts
-$49.6M
2
Axa
Axa
France
-$6.54M
3
Bank of America
Bank of America
North Carolina
-$5.43M
4
Wells Fargo
Wells Fargo
California
-$1.76M
5
CAN
Cetera Advisor Networks
California
-$907K
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$73.9M -$6.54M -248,500 -8%
Bank of America
2
Bank of America
North Carolina
$31M -$5.43M -206,350 -15%
Morgan Stanley
3
Morgan Stanley
New York
$19.4M +$4.26M +161,735 +28%
Wells Fargo
4
Wells Fargo
California
$14M -$1.76M -66,795 -11%
UBS Group
5
UBS Group
Switzerland
$10.4M -$623K -23,660 -6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$10.3M +$331K +12,555 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.3M +$235K +8,930 +2%
LPL Financial
8
LPL Financial
California
$8.28M +$97.1K +3,685 +1%
CA
9
Clearstead Advisors
Ohio
$7.82M -$589K -22,365 -7%
Goldman Sachs
10
Goldman Sachs
New York
$6.74M -$245K -9,320 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$4.12M +$2.52M +95,785 +158%
Ameriprise
12
Ameriprise
Minnesota
$3.96M -$374K -14,340 -9%
Citigroup
13
Citigroup
New York
$3.4M +$32.5K +1,235 +1%
JIC
14
Johnson Investment Counsel
Ohio
$3.22M -$46.1K -1,750 -1%
LFAS
15
Level Four Advisory Services
Texas
$2.99M +$1.18M +44,775 +65%
Citadel Advisors
16
Citadel Advisors
Florida
$2.61M +$1.84M +69,775 +239%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.34M -$438K -16,640 -16%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$2.28M +$143K +5,435 +7%
CMP
19
Courage Miller Partners
Virginia
$2M -$69.3K -2,630 -3%
CAN
20
Cetera Advisor Networks
California
$1.94M -$907K -34,435 -32%
AG
21
Advisor Group
Arizona
$1.92M +$150K +5,710 +8%
TFCP
22
Twin Focus Capital Partners
Massachusetts
$1.68M – – –
ECM
23
ETrade Capital Management
Virginia
$1.65M -$11.1K -420 -0.7%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.53M -$31.7K -1,205 -2%
KA
25
Kovack Advisors
Florida
$1.35M -$111K -4,205 -8%
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