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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

178 hedge funds and large institutions have $830M invested in iShares Morningstar Growth ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-7
Holders Change %
-3.78%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
11
Increased
42
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$6.81M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.3M
3
AAS
3
Avantax Advisory Services
Texas
$15.7M
4
FWP
4
FAS Wealth Partners
Kansas
$48.2M
5
FTUS
5
Flow Traders U.S.
New York
$2.28M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWM
2
AE Wealth Management
Kansas
$321K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.6M
5
EH
5
Equitable Holdings
New York
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
76
XML Financial
Maryland
$1.03M – – –
APA
77
American Portfolios Advisors
New York
$982K -$6.92K -120 -0.7%
KAS
78
Kestra Advisory Services
Texas
$981K -$219K -3,800 -18%
RBFC
79
Roman Butler Fullerton & Co
Missouri
$976K +$976K +15,710 New
EFS
80
Essex Financial Services
Connecticut
$943K -$75.3K -1,305 -7%
CAL
81
Capital Analysts LLC
Pennsylvania
$909K +$909K +15,755 New
PAG
82
Private Advisor Group
New Jersey
$890K +$368K +6,370 +70%
PIC
83
Platt Investment Counsel
Florida
$887K – – –
CMP
84
Courage Miller Partners
Virginia
$832K -$24K -415 -3%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$828K -$130K -2,260 -14%
PA
86
Pinnacle Associates
New York
$827K -$79.4K -1,375 -9%
EWA
87
EP Wealth Advisors
California
$819K – – –
HSWM
88
Hubbell Strickland Wealth Management
Louisiana
$810K -$204K -3,540 -20%
HWM
89
Howard Wealth Management
Connecticut
$716K +$2.88K +50 +0.4%
PWS
90
Private Wealth Strategies
Ohio
$701K – – –
WWM
91
Windsor Wealth Management
Indiana
$636K – – –
ACP
92
Arcus Capital Partners
Georgia
$628K -$311K -5,390 -33%
SAM
93
Summit Asset Management
Tennessee
$625K – – –
SPC
94
Sigma Planning Corp
Michigan
$617K -$80.5K -1,395 -12%
VFA
95
Voya Financial Advisors
Connecticut
$597K +$18.2K +320 +3%
VAS
96
Vestmark Advisory Solutions
Massachusetts
$588K +$98.7K +1,710 +20%
NNP
97
Nachman Norwood & Parrott
South Carolina
$569K +$28.9K +500 +5%
MCM
98
Mainstay Capital Management
Michigan
$540K +$237K +4,105 +78%
MHS
99
M Holdings Securities
Oregon
$527K +$527K +9,135 New
HB
100
Homrich & Berg
Georgia
$524K – – –
2 3
4
5 6