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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

186 hedge funds and large institutions have $1.1B invested in iShares Morningstar Growth ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 7 closing their positions.

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
22
Increased
54
Reduced
56
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$15.9M
2
LPL Financial
2
LPL Financial
California
$78.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.4M
4
US Bancorp
4
US Bancorp
Minnesota
$4.95M
5
Ameriprise
5
Ameriprise
Minnesota
$34M

Top Sellers

1
EH
1
Equitable Holdings
New York
$231M
2
Wells Fargo
2
Wells Fargo
California
$50.7M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.74M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$5.76M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
76
Mainstay Capital Management
Michigan
$1.23M +$613K +9,355 +100%
EFS
77
Essex Financial Services
Connecticut
$1.22M +$1M +15,315 +468%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$1.19M +$1.19M +18,197 New
RBFC
79
Roman Butler Fullerton & Co
Missouri
$1.18M +$93.1K +1,352 +9%
XF
80
XML Financial
Maryland
$1.18M – – –
KAS
81
Kestra Advisory Services
Texas
$1.17M -$32.3K -493 -3%
APA
82
American Portfolios Advisors
New York
$1.13M -$9.77K -149 -0.9%
Mariner
83
Mariner
Kansas
$1.12M +$241K +3,671 +27%
CAG
84
Csenge Advisory Group
Florida
$1.06M +$1.26K +19 +0.1%
CAL
85
Capital Analysts LLC
Pennsylvania
$1.03M – – –
VAS
86
Vestmark Advisory Solutions
Massachusetts
$981K +$89.7K +1,369 +10%
EWA
87
EP Wealth Advisors
California
$930K – – –
HSWM
88
Hubbell Strickland Wealth Management
Louisiana
$921K +$197 +3 +0%
FA
89
Flagstar Advisors
New York
$890K +$890K +13,580 New
PIC
90
Platt Investment Counsel
Florida
$868K -$85.5K -1,305 -9%
PA
91
Pinnacle Associates
New York
$837K – – –
BBW
92
Blue Barn Wealth
Utah
$823K – – –
HWM
93
Howard Wealth Management
Connecticut
$813K – – –
SPC
94
Sigma Planning Corp
Michigan
$799K +$85.1K +1,298 +12%
PWS
95
Private Wealth Strategies
Ohio
$798K +$787 +12 +0.1%
CMP
96
Courage Miller Partners
Virginia
$792K -$141K -2,157 -15%
C
97
Certuity
Florida
$783K +$783K +11,941 New
IA
98
IFP Advisors
Florida
$780K -$36.9K -560 -5%
OIA
99
OneDigital Investment Advisors
Kansas
$761K +$518K +7,909 +214%
WWM
100
Windsor Wealth Management
Indiana
$722K – – –
2 3
4
5 6