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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 %
TC
51
TAP Consulting
Missouri
$2.14M -$67.2K -1,165 -3%
DC
52
Davenport & Co
Virginia
$2.05M +$140K +2,430 +7%
HighTower Advisors
53
HighTower Advisors
Illinois
$2.03M -$36.1K -625 -2%
AWM
54
Accel Wealth Management
Iowa
$1.91M +$534K +9,250 +39%
TW
55
Towerpoint Wealth
California
$1.86M -$195K -3,375 -9%
IA
56
IFP Advisors
Florida
$1.79M -$1.89M -32,845 -51%
SC
57
Scotia Capital
Ontario, Canada
$1.77M -$1.44K -25 -0.1%
Nomura Asset Management
58
Nomura Asset Management
Japan
$1.68M – – –
NSIM
59
North Star Investment Management
Illinois
$1.61M +$967K +16,760 +150%
RWP
60
RWA Wealth Partners
Massachusetts
$1.61M – – –
BRWA
61
B. Riley Wealth Advisors
Florida
$1.56M +$88.4K +1,530 +6%
Bank of Nova Scotia
62
Bank of Nova Scotia
Ontario, Canada
$1.55M +$1.14M +19,760 +276%
CA
63
Cetera Advisors
Colorado
$1.51M +$157K +2,720 +12%
HGWM
64
Horst & Graben Wealth Management
Oregon
$1.41M +$66.1K +1,145 +5%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$1.39M -$1.06M -18,395 -43%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$1.34M +$151K +2,625 +13%
OWA
67
Outlook Wealth Advisors
Texas
$1.33M -$367K -6,370 -22%
Citadel Advisors
68
Citadel Advisors
Florida
$1.29M -$7.36M -127,575 -85%
FSC
69
Full Sail Capital
Oklahoma
$1.28M – – –
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.24M -$433K -7,515 -26%
Truist Financial
71
Truist Financial
North Carolina
$1.23M -$64.6K -1,120 -5%
CAL
72
Capital Advisors Ltd
Ohio
$1.19M – – –
SFS
73
Sowell Financial Services
Arkansas
$1.19M +$1.16M +96,020 +4,801%
CAG
74
Csenge Advisory Group
Florida
$1.18M -$59.8K -980 -5%
CRWM
75
Castle Rock Wealth Management
California
$1.13M +$958K +78,155 +559%
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