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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

168 hedge funds and large institutions have $913M invested in iShares Morningstar Growth ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
23
Increased
42
Reduced
62
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$39.6M
2
TC
Trilogy Capital
California
$16M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19M
4
CA
Clearstead Advisors
Ohio
$42.6M
5
FTUS
Flow Traders U.S.
New York
$3.81M

Top Sellers

1
DWA
Dorsey Wright & Associates
California
$0
2
AI
AdvisorShares Investments
Maryland
$0
3
AWM
AE Wealth Management
Kansas
$679K
4
SS
Simplicity Solutions
Minnesota
$485K
5
Wells Fargo
Wells Fargo
California
$54.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$4.75M -$160K -2,990 -3%
RJA
27
Raymond James & Associates
Florida
$4.6M -$6.9M -128,980 -60%
CWM
28
Cornerstone Wealth Management
Missouri
$4.39M -$203K -3,790 -4%
LFAS
29
Level Four Advisory Services
Texas
$4.35M – – –
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$4.15M -$55.7K -1,030 -1%
JIC
31
Johnson Investment Counsel
Ohio
$3.82M -$46.8K -875 -1%
Citigroup
32
Citigroup
New York
$3.81M -$3.38M -63,115 -47%
FTUS
33
Flow Traders U.S.
New York
$3.81M +$3.81M +71,240 New
Goldman Sachs
34
Goldman Sachs
New York
$3.74M +$3.74M +69,900 New
Baird Financial Group
35
Baird Financial Group
Wisconsin
$3.7M -$3.38M -63,205 -48%
GG
36
GenWealth Group
New Jersey
$3.41M -$468K -8,670 -12%
PCIA
37
Prime Capital Investment Advisors
Kansas
$3.37M -$262K -4,900 -7%
IA
38
IFP Advisors
Florida
$3.37M +$2.19M +41,020 +187%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$3.33M -$139K -2,600 -4%
TFCP
40
Twin Focus Capital Partners
Massachusetts
$3.16M -$80.2K -1,500 -2%
MWM
41
Marietta Wealth Management
Georgia
$3.1M -$255K -4,770 -8%
TC
42
TAP Consulting
Missouri
$2.95M +$2.14K +40 +0.1%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2.88M – – –
Creative Planning
44
Creative Planning
Kansas
$2.76M +$127K +2,370 +5%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2.54M +$206K +3,845 +9%
US Bancorp
46
US Bancorp
Minnesota
$2.45M -$282K -5,265 -10%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$2.39M -$1.88M – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$2.39M -$1.24M -23,105 -34%
KA
49
Kovack Advisors
Florida
$2.31M -$214K -3,995 -8%
BAMG
50
Brand Asset Management Group
Missouri
$2.31M -$111K -2,075 -5%
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