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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

177 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 16 closing their positions.

Holders
177
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
16
Increased
48
Reduced
71
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$236M
2
AWM
2
AE Wealth Management
Kansas
$8.51M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$7.77M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.4M
5
FWP
5
FAS Wealth Partners
Kansas
$56.9M

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$6.34M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$2.88M
3
Ameriprise
3
Ameriprise
Minnesota
$31.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.9M
5
SFS
5
Sowell Financial Services
Arkansas
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$5.52M +$99K +1,528 +2%
LFAS
27
Level Four Advisory Services
Texas
$5.03M -$361K -5,570 -7%
IWM
28
IHT Wealth Management
Illinois
$4.72M +$331K +5,107 +8%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$4.37M -$97.8K -1,510 -2%
JIC
30
Johnson Investment Counsel
Ohio
$4.31M -$42.3K -653 -1%
MWM
31
Marietta Wealth Management
Georgia
$4.06M +$648 +10 +0%
Stifel Financial
32
Stifel Financial
Missouri
$4.05M -$4.08K -63 -0.1%
Creative Planning
33
Creative Planning
Kansas
$3.99M +$20.4K +315 +0.5%
Citigroup
34
Citigroup
New York
$3.75M -$463K -7,154 -11%
RA
35
Rodgers & Associates
Pennsylvania
$3.71M -$74.5K -1,151 -2%
CC
36
Corsicana & Co
Texas
$3.56M +$3.56M +54,930 New
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$3.56M -$2.62M – –
CAN
38
Cetera Advisor Networks
California
$3.48M +$618K +9,541 +22%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$3.45M -$344K -5,318 -9%
TC
40
TAP Consulting
Missouri
$3.42M +$1.02M +15,727 +42%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$3.42M -$48.5K -749 -1%
GG
42
GenWealth Group
New Jersey
$3.08M -$88K -1,359 -3%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2.88M -$11.5M -177,676 -80%
KA
44
Kovack Advisors
Florida
$2.87M -$9.97K -154 -0.3%
TFCP
45
Twin Focus Capital Partners
Massachusetts
$2.81M – – –
BAMG
46
Brand Asset Management Group
Missouri
$2.71M -$18.7K -289 -0.7%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$2.68M -$14.9K -230 -0.6%
DWMG
48
DB Wealth Management Group
California
$2.57M -$885K -13,671 -26%
DC
49
Davenport & Co
Virginia
$2.55M +$241K +3,726 +10%
FTUS
50
Flow Traders U.S.
New York
$2.54M -$15.2K -235 -0.6%
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