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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

141 hedge funds and large institutions have $568M invested in iShares Morningstar Growth ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
23
Increased
46
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
FAS Wealth Partners
Kansas
+$27.4M
2
Wells Fargo
Wells Fargo
California
+$20.2M
3
Morgan Stanley
Morgan Stanley
New York
+$14.9M
4
AI
AdvisorShares Investments
Maryland
+$13.1M
5
IAN
Integrated Advisors Network
Texas
+$9.83M

Top Sellers

1
EH
Equitable Holdings
New York
-$21.3M
2
GG
GenWealth Group
New Jersey
-$14.4M
3
Goldman Sachs
Goldman Sachs
New York
-$6.09M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.98M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$4.12M +$2.01M +54,010 +95%
RJA
27
Raymond James & Associates
Florida
$3.86M +$2.11M +56,710 +120%
PFA
28
Pinnacle Family Advisors
Missouri
$3.33M +$3.33M +89,650 New
LFAS
29
Level Four Advisory Services
Texas
$3.17M -$11.1K -300 -0.4%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$2.88M – – –
CWM
31
Cornerstone Wealth Management
Missouri
$2.86M +$2.86M +77,100 New
PCIA
32
Prime Capital Investment Advisors
Kansas
$2.76M +$850K +22,870 +44%
JIC
33
Johnson Investment Counsel
Ohio
$2.72M -$105K -2,825 -4%
GG
34
GenWealth Group
New Jersey
$2.69M -$14.4M -386,325 -84%
MWM
35
Marietta Wealth Management
Georgia
$2.55M -$347K -9,330 -12%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$2.45M -$372 -10 -0%
BSAM
37
Blue Sky Asset Management
Colorado
$2.3M +$1.23M +33,175 +116%
TFCP
38
Twin Focus Capital Partners
Massachusetts
$2.25M – – –
TC
39
TAP Consulting
Missouri
$2.05M -$43.3K -1,165 -2%
US Bancorp
40
US Bancorp
Minnesota
$2.04M -$77.3K -2,080 -4%
TW
41
Towerpoint Wealth
California
$1.95M -$97.5K -2,625 -5%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.92M +$331K +8,910 +21%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$1.88M -$1.99M – –
SPC
44
Sigma Planning Corp
Michigan
$1.82M +$1.48M +39,765 +435%
BAMG
45
Brand Asset Management Group
Missouri
$1.76M -$18.2K -490 -1%
IDA
46
Intelligence Driven Advisers
California
$1.64M -$302K -8,140 -16%
AHC
47
Adell Harriman & Carpenter
Texas
$1.58M – – –
Creative Planning
48
Creative Planning
Kansas
$1.54M – – –
DADC
49
D.A. Davidson & Co
Montana
$1.49M +$1.49M +39,990 New
HighTower Advisors
50
HighTower Advisors
Illinois
$1.43M -$110K -2,945 -7%
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