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iShares Morningstar Growth ETF
ILCG

185 hedge funds and large institutions have $965M invested in iShares Morningstar Growth ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

10% more funds holding

Funds holding: 168 → 185 (+17)

6% more capital invested

Capital invested by funds: $913M → $965M (+$51.7M)

2.25% less ownership

Funds ownership: 260.47% → 258.23% (-2.2%)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

35% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 62

Holders
185
Holders Change
+17
Holders Change %
+10.12%
% of All Funds
3.27%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
37
Increased
40
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$14.6M
2
SS
Simplicity Solutions
Minnesota
+$14.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$13.2M
4
Citadel Advisors
Citadel Advisors
Florida
+$7.15M
5
SI
SimpliFi Inc
California
+$4.37M

Top Sellers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
-$28.7M
2
TC
Trilogy Capital
California
-$16M
3
Bank of America
Bank of America
North Carolina
-$8.83M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.6M
5
PFA
Pinnacle Family Advisors
Missouri
-$4.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$40.2K +725 +4%
CAG
77
Csenge Advisory Group
Florida
$1.18M -$159K -2,860 -12%
XF
78
XML Financial
Maryland
$1.04M -$12.2K -220 -1%
EFS
79
Essex Financial Services
Connecticut
$1.02M +$320K +5,775 +49%
HSWM
80
Hubbell Strickland Wealth Management
Louisiana
$1.02M – – –
APA
81
American Portfolios Advisors
New York
$993K +$177K +3,185 +23%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$963K -$70.2K -1,265 -7%
ACP
83
Arcus Capital Partners
Georgia
$943K +$903K +16,270 New
PA
84
Pinnacle Associates
New York
$911K – – –
AP
85
Advisors Preferred
Maryland
$898K +$870K +15,675 New
PIC
86
Platt Investment Counsel
Florida
$891K +$853K +15,375 New
CMP
87
Courage Miller Partners
Virginia
$860K -$505K -9,100 -38%
CRWM
88
Castle Rock Wealth Management
California
$830K +$51.3K +925 +7%
EWA
89
EP Wealth Advisors
California
$823K – – –
GRP
90
Global Retirement Partners
California
$817K -$246K -4,430 -24%
MA
91
Mutual Advisors
Nebraska
$811K +$97.6K +1,760 +14%
HWM
92
Howard Wealth Management
Connecticut
$716K -$2.22K -40 -0.3%
PWS
93
Private Wealth Strategies
Ohio
$704K +$555 +10 +0.1%
SPC
94
Sigma Planning Corp
Michigan
$701K +$26.6K +480 +4%
NSIM
95
North Star Investment Management
Illinois
$649K +$99K +1,785 +19%
WWM
96
Windsor Wealth Management
Indiana
$639K – – –
SAM
97
Summit Asset Management
Tennessee
$628K – – –
VFA
98
Voya Financial Advisors
Connecticut
$588K -$88.8K -1,600 -14%
US Bancorp
99
US Bancorp
Minnesota
$576K -$1.99M -35,880 -78%
NNP
100
Nachman Norwood & Parrott
South Carolina
$542K – – –
2 3
4
5 6

ILCG Hedge Fund Activity: Q4 2020 in Review

185 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Growth ETF (ILCG) for Q4 2020, worth a combined $965M — up 5.7% from $913M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new ILCG positions and 19 closed out — a net gain of 18 holders — while 40 added to existing stakes and 62 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $14.6M. The largest seller was Avantax Advisory Services, cutting an estimated $28.7M.

  • 185 institutional investors held iShares Morningstar Growth ETF (ILCG) as of Q4 2020, up from 168 in Q3 2020.
  • Funds reported $965M of iShares Morningstar Growth ETF stock for Q4 2020, up 5.7% quarter-over-quarter.
  • 37 funds opened new iShares Morningstar Growth ETF positions in Q4 2020 and 19 closed out, a net change of +18 holders.
  • The largest iShares Morningstar Growth ETF buyer in Q4 2020 was AE Wealth Management, an estimated $14.6M added.
  • The largest iShares Morningstar Growth ETF seller in Q4 2020 was Avantax Advisory Services, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2020.