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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

206 hedge funds and large institutions have $1.18B invested in iShares Morningstar Growth ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 14 closing their positions.

Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
3.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
55
Reduced
69
Closed
14
Calls
$313K
Puts
–
Net Calls
+$313K
Net Calls Change
+$313K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$43.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$39.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$13.2M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$19.7M
5
LPL Financial
5
LPL Financial
California
$87.8M

Top Sellers

1
EH
1
Equitable Holdings
New York
$229M
2
GM
2
GeoWealth Management
Illinois
$8.19M
3
AWM
3
AE Wealth Management
Kansas
$241K
4
FWP
4
FAS Wealth Partners
Kansas
$56.4M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$506K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$5.75M +$5.75M +80,102 New
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$5.46M – – –
IWM
28
IHT Wealth Management
Illinois
$5.42M +$69.6K +969 +1%
US Bancorp
29
US Bancorp
Minnesota
$5.24M -$178K -2,483 -3%
LFAS
30
Level Four Advisory Services
Texas
$5.2M -$381K -5,300 -7%
PCIA
31
Prime Capital Investment Advisors
Kansas
$4.96M +$595K +8,285 +14%
FIG
32
FundX Investment Group
California
$4.92M – – –
JIC
33
Johnson Investment Counsel
Ohio
$4.71M -$33.1K -461 -0.7%
Stifel Financial
34
Stifel Financial
Missouri
$4.36M -$418K -5,818 -9%
Creative Planning
35
Creative Planning
Kansas
$4.35M -$78.9K -1,098 -2%
MWM
36
Marietta Wealth Management
Georgia
$4.21M -$294K -4,094 -7%
CC
37
Corsicana & Co
Texas
$4.06M +$56.9K +793 +1%
RA
38
Rodgers & Associates
Pennsylvania
$3.81M -$143K -1,997 -4%
CAN
39
Cetera Advisor Networks
California
$3.67M -$31.7K -441 -0.9%
TC
40
TAP Consulting
Missouri
$3.63M +$6.39K +89 +0.2%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$3.57M -$65.2K -908 -2%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$3.56M -$3.74M – –
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$3.42M -$345K -4,804 -9%
GG
44
GenWealth Group
New Jersey
$3.36M -$19K -264 -0.6%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$3.17M +$198K +2,751 +7%
BAMG
46
Brand Asset Management Group
Missouri
$2.97M -$29.4K -410 -1%
TFCP
47
Twin Focus Capital Partners
Massachusetts
$2.96M -$158K -2,200 -5%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$2.95M +$724K +10,073 +33%
RJA
49
Raymond James & Associates
Florida
$2.94M +$206K +2,865 +8%
DC
50
Davenport & Co
Virginia
$2.91M +$3.59K +50 +0.1%
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