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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

185 hedge funds and large institutions have $965M invested in iShares Morningstar Growth ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+17
Holders Change %
+10.12%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
37
Increased
40
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$15.2M
2
SS
Simplicity Solutions
Minnesota
+$15.2M
3
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$7.47M
5
SI
SimpliFi Inc
California
+$4.56M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$30M
2
TC
Trilogy Capital
California
-$16M
3
Bank of America
Bank of America
North Carolina
-$9.22M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.85M
5
PFA
Pinnacle Family Advisors
Missouri
-$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$2.42M – – –
BAMG
52
Brand Asset Management Group
Missouri
$2.41M -$96.8K -1,670 -4%
AHC
53
Adell Harriman & Carpenter
Texas
$2.32M -$28.7K -495 -1%
TWP
54
Treybourne Wealth Planners
Indiana
$2.22M +$2.22M +38,285 New
TC
55
TAP Consulting
Missouri
$2.22M -$977K -16,855 -31%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$2.14M -$87K -1,500 -4%
HighTower Advisors
57
HighTower Advisors
Illinois
$2.07M -$29K -500 -1%
TW
58
Towerpoint Wealth
California
$2.07M -$170K -2,925 -8%
DC
59
Davenport & Co
Virginia
$1.92M +$113K +1,945 +6%
SIM
60
Seaview Investment Managers
Florida
$1.82M -$203K -3,505 -10%
SC
61
Scotia Capital
Ontario, Canada
$1.78M – – –
FFN
62
Focus Financial Network
Minnesota
$1.78M +$224K +3,870 +14%
OWA
63
Outlook Wealth Advisors
Texas
$1.71M -$139K -2,390 -8%
Goldman Sachs
64
Goldman Sachs
New York
$1.7M -$2.36M -40,655 -58%
Nomura Asset Management
65
Nomura Asset Management
Japan
$1.69M – – –
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$1.68M +$115K +1,980 +7%
RWP
67
RWA Wealth Partners
Massachusetts
$1.62M – – –
BRWA
68
B. Riley Wealth Advisors
Florida
$1.48M -$288K -4,975 -16%
AWM
69
Accel Wealth Management
Iowa
$1.38M +$1.38M +23,860 New
CA
70
Cetera Advisors
Colorado
$1.36M -$24.6K -425 -2%
HGWM
71
Horst & Graben Wealth Management
Oregon
$1.35M -$5.51K -95 -0.4%
Truist Financial
72
Truist Financial
North Carolina
$1.3M -$82.6K -1,425 -6%
FSC
73
Full Sail Capital
Oklahoma
$1.27M – – –
KAS
74
Kestra Advisory Services
Texas
$1.2M +$1.18M +20,405 +5,038%
CAL
75
Capital Advisors Ltd
Ohio
$1.2M – – –
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