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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 %
RJA
51
Raymond James & Associates
Florida
$2.5M -$82.3K -1,271 -3%
AHC
52
Adell Harriman & Carpenter
Texas
$2.43M – – –
TWP
53
Treybourne Wealth Planners
Indiana
$2.39M -$26.9K -415 -1%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$2.33M -$745K -11,496 -24%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.1M -$174K -2,697 -8%
NSIM
56
North Star Investment Management
Illinois
$2.02M +$210K +3,245 +12%
SC
57
Scotia Capital
Ontario, Canada
$1.99M -$1.81K -28 -0.1%
TW
58
Towerpoint Wealth
California
$1.97M -$123K -1,905 -6%
Nomura Asset Management
59
Nomura Asset Management
Japan
$1.89M – – –
RWP
60
RWA Wealth Partners
Massachusetts
$1.8M – – –
AIP
61
Almanack Investment Partners
Pennsylvania
$1.8M +$1.8M +27,755 New
BRWA
62
B. Riley Wealth Advisors
Florida
$1.76M -$287K -3,788 -14%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$1.76M +$201K +3,108 +13%
KWM
64
Kingsview Wealth Management
Oregon
$1.73M +$1.23M +18,995 +247%
Truist Financial
65
Truist Financial
North Carolina
$1.67M +$290K +4,471 +21%
HGWM
66
Horst & Graben Wealth Management
Oregon
$1.66M +$78.2K +1,208 +5%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$1.66M +$153K +2,360 +10%
CA
68
Cetera Advisors
Colorado
$1.6M -$102K -1,574 -6%
SFS
69
Sowell Financial Services
Arkansas
$1.44M -$4.91M -75,757 -77%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$1.43M +$45.7K +706 +3%
FSC
71
Full Sail Capital
Oklahoma
$1.36M -$27.2K -420 -2%
CAL
72
Capital Advisors Ltd
Ohio
$1.33M – – –
KAS
73
Kestra Advisory Services
Texas
$1.19M +$89.1K +1,376 +8%
XF
74
XML Financial
Maryland
$1.16M – – –
PAG
75
Private Advisor Group
New Jersey
$1.12M +$124K +1,921 +12%
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