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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

206 hedge funds and large institutions have $1.18B invested in iShares Morningstar Growth ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 14 closing their positions.

Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
3.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
55
Reduced
69
Closed
14
Calls
$313K
Puts
–
Net Calls
+$313K
Net Calls Change
+$313K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$43.8M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$39.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$13.2M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$19.7M
5
LPL Financial
5
LPL Financial
California
$87.8M

Top Sellers

1
EH
1
Equitable Holdings
New York
$229M
2
GM
2
GeoWealth Management
Illinois
$8.19M
3
AWM
3
AE Wealth Management
Kansas
$241K
4
FWP
4
FAS Wealth Partners
Kansas
$56.4M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$506K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cetera Advisors
Colorado
$1.47M -$272K -3,792 -16%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$1.37M -$212K -2,947 -13%
APA
78
American Portfolios Advisors
New York
$1.36M +$127K +1,770 +10%
FSC
79
Full Sail Capital
Oklahoma
$1.29M – – –
XF
80
XML Financial
Maryland
$1.29M – – –
Mariner
81
Mariner
Kansas
$1.28M +$55.2K +768 +4%
Citadel Advisors
82
Citadel Advisors
Florida
$1.26M -$406K -5,655 -24%
RBFC
83
Roman Butler Fullerton & Co
Missouri
$1.23M +$934 +13 +0.1%
FA
84
Flagstar Advisors
New York
$1.19M +$212K +2,953 +22%
VAS
85
Vestmark Advisory Solutions
Massachusetts
$1.16M +$86.8K +1,209 +8%
CAL
86
Capital Analysts LLC
Pennsylvania
$1.13M +$2.8K +39 +0.2%
TWP
87
Transparent Wealth Partners
Arkansas
$1.1M +$1.1M +15,265 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$1.04M -$993K -13,826 -49%
CAG
89
Csenge Advisory Group
Florida
$1.04M -$1.23K -19 -0.1%
EWA
90
EP Wealth Advisors
California
$1.02M – – –
EFS
91
Essex Financial Services
Connecticut
$975K -$360K -5,015 -27%
PIC
92
Platt Investment Counsel
Florida
$951K – – –
PWS
93
Private Wealth Strategies
Ohio
$876K +$863 +12 +0.1%
SPC
94
Sigma Planning Corp
Michigan
$862K -$13.6K -189 -2%
CMP
95
Courage Miller Partners
Virginia
$851K -$17.2K -240 -2%
IA
96
IFP Advisors
Florida
$833K -$17.9K -249 -2%
TWC
97
TD Waterhouse Canada
Ontario, Canada
$820K +$820K +11,493 New
SAM
98
Summit Asset Management
Tennessee
$778K – – –
WWM
99
Windsor Wealth Management
Indiana
$777K – – –
AWM
100
Accel Wealth Management
Iowa
$728K +$80K +1,114 +12%
2 3
4
5 6