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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.

New
Increased
Maintained
Reduced
Closed
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 %
DWMG
51
DB Wealth Management Group
California
$2.6M +$656 +10 +0%
RJA
52
Raymond James & Associates
Florida
$2.49M -$37.6K -573 -1%
AHC
53
Adell Harriman & Carpenter
Texas
$2.46M – – –
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$2.43M +$74.7K +1,139 +3%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.28M +$146K +2,225 +7%
Citigroup
56
Citigroup
New York
$2.2M -$1.6M -24,332 -42%
NFG
57
Nations Financial Group
Iowa
$2.08M +$2.08M +31,675 New
NSIM
58
North Star Investment Management
Illinois
$2.07M +$25.5K +389 +1%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$2.03M +$250K +3,819 +14%
Truist Financial
60
Truist Financial
North Carolina
$1.99M +$306K +4,675 +18%
TW
61
Towerpoint Wealth
California
$1.96M -$27.2K -415 -1%
SFS
62
Sowell Financial Services
Arkansas
$1.93M +$468K +7,143 +32%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$1.85M +$915K +13,960 +97%
KWM
64
Kingsview Wealth Management
Oregon
$1.85M +$97K +1,480 +6%
RWP
65
RWA Wealth Partners
Massachusetts
$1.83M – – –
BRWA
66
B. Riley Wealth Advisors
Florida
$1.78M +$263K +4,028 +17%
HGWM
67
Horst & Graben Wealth Management
Oregon
$1.67M -$15.9K -242 -0.9%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$1.65M -$24.7K -377 -1%
CA
69
Cetera Advisors
Colorado
$1.59M -$28.8K -439 -2%
Citadel Advisors
70
Citadel Advisors
Florida
$1.52M +$1.52M +23,249 New
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$1.44M -$9.18K -140 -0.6%
PAG
72
Private Advisor Group
New Jersey
$1.39M +$257K +3,925 +23%
SC
73
Savant Capital
Illinois
$1.39M +$1.39M +21,163 New
FSC
74
Full Sail Capital
Oklahoma
$1.38M – – –
CAL
75
Capital Advisors Ltd
Ohio
$1.35M – – –
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3
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