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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

178 hedge funds and large institutions have $830M invested in iShares Morningstar Growth ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-7
Holders Change %
-3.78%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
11
Increased
42
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$6.81M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.3M
3
AAS
3
Avantax Advisory Services
Texas
$15.7M
4
FWP
4
FAS Wealth Partners
Kansas
$48.2M
5
FTUS
5
Flow Traders U.S.
New York
$2.28M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWM
2
AE Wealth Management
Kansas
$321K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.6M
5
EH
5
Equitable Holdings
New York
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$3.98M -$539K -9,350 -12%
IWM
27
IHT Wealth Management
Illinois
$3.91M +$571K +9,890 +17%
JIC
28
Johnson Investment Counsel
Ohio
$3.88M -$36.1K -625 -0.9%
Citigroup
29
Citigroup
New York
$3.75M -$83.1K -1,440 -2%
MWM
30
Marietta Wealth Management
Georgia
$3.62M +$162K +2,810 +5%
Stifel Financial
31
Stifel Financial
Missouri
$3.61M +$223K +3,870 +7%
Creative Planning
32
Creative Planning
Kansas
$3.54M +$708K +12,280 +25%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$3.38M -$338K -5,855 -9%
RA
34
Rodgers & Associates
Pennsylvania
$3.37M -$169K -2,925 -5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.09M +$965K +16,720 +45%
DWMG
36
DB Wealth Management Group
California
$3.08M -$25.4K -440 -0.8%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$2.88M – – –
PCIA
38
Prime Capital Investment Advisors
Kansas
$2.86M -$826K -14,320 -22%
GG
39
GenWealth Group
New Jersey
$2.82M -$792K -13,735 -22%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.74M -$3.11M -53,830 -53%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$2.62M -$2.72M – –
KA
42
Kovack Advisors
Florida
$2.57M +$43.9K +760 +2%
CAN
43
Cetera Advisor Networks
California
$2.55M +$40.1K +695 +2%
TFCP
44
Twin Focus Capital Partners
Massachusetts
$2.51M -$894K -15,500 -26%
BAMG
45
Brand Asset Management Group
Missouri
$2.43M +$34K +590 +1%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$2.4M – – –
RJA
47
Raymond James & Associates
Florida
$2.3M -$1.05M -18,140 -31%
FTUS
48
Flow Traders U.S.
New York
$2.28M +$2.28M +39,435 New
AHC
49
Adell Harriman & Carpenter
Texas
$2.17M -$144K -2,500 -6%
TWP
50
Treybourne Wealth Planners
Indiana
$2.16M -$53.4K -925 -2%
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