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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

186 hedge funds and large institutions have $1.1B invested in iShares Morningstar Growth ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 7 closing their positions.

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
22
Increased
54
Reduced
56
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$15.9M
2
LPL Financial
2
LPL Financial
California
$78.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.4M
4
US Bancorp
4
US Bancorp
Minnesota
$4.95M
5
Ameriprise
5
Ameriprise
Minnesota
$34M

Top Sellers

1
EH
1
Equitable Holdings
New York
$231M
2
Wells Fargo
2
Wells Fargo
California
$50.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.74M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$5.76M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$5.72M +$135K +2,061 +2%
LFAS
27
Level Four Advisory Services
Texas
$5.09M – – –
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$4.98M +$557K +8,497 +13%
US Bancorp
29
US Bancorp
Minnesota
$4.95M +$4.41M +67,294 +822%
IWM
30
IHT Wealth Management
Illinois
$4.88M +$112K +1,713 +2%
FIG
31
FundX Investment Group
California
$4.49M -$85.7K -1,307 -2%
Stifel Financial
32
Stifel Financial
Missouri
$4.36M +$269K +4,110 +7%
JIC
33
Johnson Investment Counsel
Ohio
$4.33M -$28.5K -435 -0.7%
MWM
34
Marietta Wealth Management
Georgia
$4.11M +$4.39K +67 +0.1%
Creative Planning
35
Creative Planning
Kansas
$4.04M – – –
PCIA
36
Prime Capital Investment Advisors
Kansas
$3.99M -$1.72M -26,206 -30%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$3.74M -$3.56M – –
CC
38
Corsicana & Co
Texas
$3.66M +$54.3K +828 +2%
RA
39
Rodgers & Associates
Pennsylvania
$3.61M -$144K -2,202 -4%
JPMPWA
40
J.P. Morgan Private Wealth Advisors
California
$3.44M -$53.4K -814 -2%
CAN
41
Cetera Advisor Networks
California
$3.38M -$139K -2,118 -4%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$3.32M -$141K -2,154 -4%
TC
43
TAP Consulting
Missouri
$3.31M -$156K -2,378 -5%
GG
44
GenWealth Group
New Jersey
$3.08M -$31.4K -479 -1%
FTUS
45
Flow Traders U.S.
New York
$3.07M +$502K +7,653 +20%
KA
46
Kovack Advisors
Florida
$2.85M -$53.3K -813 -2%
TFCP
47
Twin Focus Capital Partners
Massachusetts
$2.85M – – –
BAMG
48
Brand Asset Management Group
Missouri
$2.74M -$1.11K -17 -0%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$2.71M -$3.61K -55 -0.1%
DC
50
Davenport & Co
Virginia
$2.65M +$75.5K +1,152 +3%
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