ILCG icon

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 %
KA
51
Kovack Advisors
Florida
$2.91M -$219K -3,044 -7%
SFS
52
Sowell Financial Services
Arkansas
$2.86M +$744K +10,360 +35%
DWMG
53
DB Wealth Management Group
California
$2.77M -$78.6K -1,095 -3%
AHC
54
Adell Harriman & Carpenter
Texas
$2.7M – – –
HighTower Advisors
55
HighTower Advisors
Illinois
$2.59M +$89.6K +1,245 +4%
NSIM
56
North Star Investment Management
Illinois
$2.55M +$278K +3,875 +12%
NFG
57
Nations Financial Group
Iowa
$2.46M +$182K +2,530 +8%
Citigroup
58
Citigroup
New York
$2.28M -$126K -1,754 -5%
GWM
59
Geneos Wealth Management
Colorado
$2.28M -$4.57M -63,608 -67%
TW
60
Towerpoint Wealth
California
$2.15M – – –
F4L
61
Fortune 45 LLC
Louisiana
$2.11M +$2.11M +29,370 New
PFG
62
Pinnacle Financial Group
Illinois
$2.02M +$2.02M +28,140 New
RWP
63
RWA Wealth Partners
Massachusetts
$2M – – –
KWM
64
Kingsview Wealth Management
Oregon
$2M -$23.6K -329 -1%
BRWA
65
B. Riley Wealth Advisors
Florida
$1.95M -$9.84K -137 -0.5%
Truist Financial
66
Truist Financial
North Carolina
$1.86M -$326K -4,535 -15%
PAG
67
Private Advisor Group
New Jersey
$1.8M +$272K +3,792 +18%
WA
68
Win Advisors
Florida
$1.71M +$1.71M +23,799 New
HGWM
69
Horst & Graben Wealth Management
Oregon
$1.7M -$132K -1,837 -7%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M -$166K -2,309 -9%
Nomura Asset Management
71
Nomura Asset Management
Japan
$1.54M +$1.54M +21,485 New
SC
72
Savant Capital
Illinois
$1.52M – – –
KAS
73
Kestra Advisory Services
Texas
$1.52M +$233K +3,247 +18%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$1.49M +$185K +2,575 +14%
CAL
75
Capital Advisors Ltd
Ohio
$1.48M – – –
1 2
3
4 5