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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

94 hedge funds and large institutions have $300M invested in iShares Morningstar Growth ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
25
Reduced
33
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Axa
Axa
France
$89.9M
2
MML Investors Services
MML Investors Services
Massachusetts
$5.58M
3
Jane Street
Jane Street
New York
$3.38M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$2.99M
5
Morgan Stanley
Morgan Stanley
New York
$22.6M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.25M
2
Citadel Advisors
Citadel Advisors
Florida
$1.58M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.69M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.4M
5
VKH
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
1
Axa
France
$89.9M +$11.7M +419,500 +15%
Bank of America
2
Bank of America
North Carolina
$34M +$1.18M +42,340 +4%
Morgan Stanley
3
Morgan Stanley
New York
$22.6M +$2.09M +74,930 +10%
Wells Fargo
4
Wells Fargo
California
$15.1M +$267K +9,575 +2%
UBS Group
5
UBS Group
Switzerland
$11.6M +$614K +22,065 +6%
GG
6
GenWealth Group
New Jersey
$11.2M +$11.2M +402,795 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.8M -$89.1K -3,200 -0.8%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$10.4M -$475K -17,045 -4%
LPL Financial
9
LPL Financial
California
$8.62M -$132K -4,750 -2%
CA
10
Clearstead Advisors
Ohio
$8.22M -$46.1K -1,655 -0.6%
Goldman Sachs
11
Goldman Sachs
New York
$7.09M -$39K -1,400 -0.5%
MML Investors Services
12
MML Investors Services
Massachusetts
$5.58M +$5.58M +200,490 New
Ameriprise
13
Ameriprise
Minnesota
$4.5M +$267K +9,590 +6%
Citigroup
14
Citigroup
New York
$3.65M +$52.9K +1,900 +1%
Jane Street
15
Jane Street
New York
$3.38M +$3.38M +121,260 New
JIC
16
Johnson Investment Counsel
Ohio
$3.26M -$139K -5,000 -4%
LFAS
17
Level Four Advisory Services
Texas
$2.99M – – –
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.99M +$2.11M +75,765 +240%
AG
19
Advisor Group
Arizona
$2.64M +$604K +21,705 +30%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$2.47M +$58.1K +2,085 +2%
CMP
21
Courage Miller Partners
Virginia
$2.11M -$1.11K -40 -0.1%
CAN
22
Cetera Advisor Networks
California
$1.97M -$84.4K -3,030 -4%
MBA
23
McQueen Ball & Associates
Pennsylvania
$1.82M – – –
TFCP
24
Twin Focus Capital Partners
Massachusetts
$1.78M – – –
ECM
25
ETrade Capital Management
Virginia
$1.74M -$6.27K -225 -0.4%
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