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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

203 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.21%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
21
Increased
58
Reduced
73
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.2M
2
AWM
2
AE Wealth Management
Kansas
$7.17M
3
S
3
Surevest
California
$5.14M
4
OCM
4
One Capital Management
California
$4.45M
5
GM
5
GeoWealth Management
Illinois
$11.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.7M
3
US Bancorp
3
US Bancorp
Minnesota
$438K
4
EH
4
Equitable Holdings
New York
$204M
5
Ameriprise
5
Ameriprise
Minnesota
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFCP
51
Twin Focus Capital Partners
Massachusetts
$2.68M – – –
KA
52
Kovack Advisors
Florida
$2.67M +$43.4K +668 +2%
DC
53
Davenport & Co
Virginia
$2.61M -$21.3K -327 -0.8%
DWMG
54
DB Wealth Management Group
California
$2.5M -$5.79K -89 -0.2%
AHC
55
Adell Harriman & Carpenter
Texas
$2.44M – – –
NSIM
56
North Star Investment Management
Illinois
$2.17M -$135K -2,071 -6%
Citigroup
57
Citigroup
New York
$2.11M +$49.3K +759 +2%
AssetMark Inc
58
AssetMark Inc
California
$2.1M +$2.1M +32,230 +71,622%
FFN
59
Focus Financial Network
Minnesota
$2.01M +$2.01M +30,942 New
TW
60
Towerpoint Wealth
California
$1.94M -$3.9K -60 -0.2%
NFG
61
Nations Financial Group
Iowa
$1.88M -$348K -5,346 -16%
GWM
62
Geneos Wealth Management
Colorado
$1.87M -$192K -2,947 -9%
RWP
63
RWA Wealth Partners
Massachusetts
$1.81M – – –
IA
64
IFP Advisors
Florida
$1.81M -$206K -1,184 -10%
PAG
65
Private Advisor Group
New Jersey
$1.8M +$171K +2,627 +10%
BRWA
66
B. Riley Wealth Advisors
Florida
$1.79M +$26.9K +414 +2%
Truist Financial
67
Truist Financial
North Carolina
$1.68M +$1.63K +25 +0.1%
KWM
68
Kingsview Wealth Management
Oregon
$1.64M -$167K -2,565 -9%
PFG
69
Pinnacle Financial Group
Illinois
$1.63M -$197K -3,030 -11%
TC
70
TAP Consulting
Missouri
$1.58M -$1.7M -26,216 -52%
HGWM
71
Horst & Graben Wealth Management
Oregon
$1.54M +$1.76K +27 +0.1%
AWS
72
Atria Wealth Solutions
New York
$1.53M +$1.53M +23,602 New
FTUS
73
Flow Traders U.S.
New York
$1.53M +$1.53M +23,478 New
F4L
74
Fortune 45 LLC
Louisiana
$1.48M -$425K -6,541 -22%
APA
75
American Portfolios Advisors
New York
$1.45M +$223K +3,428 +18%
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3
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