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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

168 hedge funds and large institutions have $913M invested in iShares Morningstar Growth ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
23
Increased
42
Reduced
62
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$39.6M
2
TC
2
Trilogy Capital
California
$16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19M
4
CA
4
Clearstead Advisors
Ohio
$42.6M
5
FTUS
5
Flow Traders U.S.
New York
$3.81M

Top Sellers

1
DWA
1
Dorsey Wright & Associates
California
$0
2
AI
2
AdvisorShares Investments
Maryland
$0
3
AWM
3
AE Wealth Management
Kansas
$679K
4
SS
4
Simplicity Solutions
Minnesota
$485K
5
Wells Fargo
5
Wells Fargo
California
$54.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
76
Full Sail Capital
Oklahoma
$1.2M – – –
Citadel Advisors
77
Citadel Advisors
Florida
$1.13M -$6.89M -128,830 -86%
CMP
78
Courage Miller Partners
Virginia
$1.12M – – –
CAL
79
Capital Advisors Ltd
Ohio
$1.1M – – –
PFGIA
80
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$126K +2,355 +13%
GRP
81
Global Retirement Partners
California
$991K -$151K -2,825 -13%
XF
82
XML Financial
Maryland
$971K +$242K +4,530 +33%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$956K -$14.4K -270 -1%
HSWM
84
Hubbell Strickland Wealth Management
Louisiana
$940K +$267 +5 +0%
RBFC
85
Roman Butler Fullerton & Co
Missouri
$887K +$217K +4,065 +32%
PA
86
Pinnacle Associates
New York
$840K +$267 +5 +0%
SAG
87
Spotlight Asset Group
Illinois
$823K +$129K +2,405 +19%
EWA
88
EP Wealth Advisors
California
$759K +$759K +14,190 New
APA
89
American Portfolios Advisors
New York
$746K +$82.9K +1,550 +13%
GSC
90
G&S Capital
Colorado
$720K +$12K +225 +2%
CRWM
91
Castle Rock Wealth Management
California
$708K +$436K +8,050 +161%
AWM
92
AE Wealth Management
Kansas
$679K -$26.3M -490,840 -97%
HWM
93
Howard Wealth Management
Connecticut
$663K -$129K -2,410 -16%
MA
94
Mutual Advisors
Nebraska
$654K -$59.4K -1,110 -8%
PWS
95
Private Wealth Strategies
Ohio
$650K +$268 +5 +0%
EFS
96
Essex Financial Services
Connecticut
$635K +$635K +11,875 New
VFA
97
Voya Financial Advisors
Connecticut
$624K -$402K -7,595 -39%
SPC
98
Sigma Planning Corp
Michigan
$621K +$28.9K +540 +5%
WWM
99
Windsor Wealth Management
Indiana
$586K – – –
SAM
100
Summit Asset Management
Tennessee
$579K -$111K -2,075 -16%
2 3
4
5 6