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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

203 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.21%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
21
Increased
58
Reduced
73
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.2M
2
AWM
2
AE Wealth Management
Kansas
$7.17M
3
S
3
Surevest
California
$5.14M
4
OCM
4
One Capital Management
California
$4.45M
5
GM
5
GeoWealth Management
Illinois
$11.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.7M
3
US Bancorp
3
US Bancorp
Minnesota
$438K
4
EH
4
Equitable Holdings
New York
$204M
5
Ameriprise
5
Ameriprise
Minnesota
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
76
Savant Capital
Illinois
$1.37M -$8.78K -135 -0.6%
FSC
77
Full Sail Capital
Oklahoma
$1.37M – – –
CA
78
Cetera Advisors
Colorado
$1.33M +$390 +6 +0%
KAS
79
Kestra Advisory Services
Texas
$1.32M -$58.9K -906 -4%
Mariner
80
Mariner
Kansas
$1.26M +$95K +1,461 +8%
CAL
81
Capital Advisors Ltd
Ohio
$1.24M -$101K -1,550 -8%
XF
82
XML Financial
Maryland
$1.24M +$72.5K +1,115 +6%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$1.23M -$262K -4,035 -18%
GIA
84
Gladstone Institutional Advisory
Florida
$1.18M +$1.18M +18,125 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$1.15M +$213K +3,278 +23%
VAS
86
Vestmark Advisory Solutions
Massachusetts
$1.14M +$88.6K +1,364 +8%
HighTower Advisors
87
HighTower Advisors
Illinois
$1.12M -$1.22M -18,765 -52%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$1.08M -$161K -2,485 -13%
RBFC
89
Roman Butler Fullerton & Co
Missouri
$1.05M -$69.8K -1,074 -6%
CAL
90
Capital Analysts LLC
Pennsylvania
$1.02M +$1.17K +18 +0.1%
FA
91
Flagstar Advisors
New York
$990K -$84.5K -1,300 -8%
Nomura Asset Management
92
Nomura Asset Management
Japan
$976K -$421K -6,472 -30%
WPIC
93
White Pine Investment Company
Michigan
$963K +$486K +7,487 +102%
CAG
94
Csenge Advisory Group
Florida
$941K -$97.9K -1,506 -9%
EWA
95
EP Wealth Advisors
California
$922K – – –
EFS
96
Essex Financial Services
Connecticut
$882K – – –
Baird Financial Group
97
Baird Financial Group
Wisconsin
$872K -$478K -7,350 -35%
PIC
98
Platt Investment Counsel
Florida
$853K -$8.13K -125 -0.9%
PWS
99
Private Wealth Strategies
Ohio
$792K +$714 +11 +0.1%
TWC
100
TD Waterhouse Canada
Ontario, Canada
$781K +$31.9K +490 +4%
2 3
4
5 6