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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

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
Holders
185
Holders Change
+17
Holders Change %
+10.12%
% of All Funds
3.28%
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

1
AWM
AE Wealth Management
Kansas
+$15.2M
2
SS
Simplicity Solutions
Minnesota
+$15.2M
3
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$7.47M
5
SI
SimpliFi Inc
California
+$4.56M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$30M
2
TC
Trilogy Capital
California
-$16M
3
Bank of America
Bank of America
North Carolina
-$9.22M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.85M
5
PFA
Pinnacle Family Advisors
Missouri
-$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
101
Park Avenue Securities
New York
$538K – – –
HB
102
Homrich & Berg
Georgia
$527K +$527K +9,090 New
PAG
103
Private Advisor Group
New Jersey
$525K -$21.5K -370 -4%
NA
104
NewEdge Advisors
Louisiana
$514K -$11K -190 -2%
TCWM
105
Total Clarity Wealth Management
Illinois
$495K -$40K -690 -7%
BSW
106
Buckingham Strategic Wealth
Missouri
$492K – – –
KLI
107
Kelman-Lazarov Inc
Tennessee
$492K – – –
VAS
108
Vestmark Advisory Solutions
Massachusetts
$491K +$491K +8,475 New
WBG
109
Wharton Business Group
Pennsylvania
$463K – – –
HWA
110
HHM Wealth Advisors
Tennessee
$442K – – –
MCC
111
Money Concepts Capital
Florida
$437K +$437K +7,540 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$430K -$74.7K -1,290 -15%
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$415K -$34.8K -600 -8%
LAM
114
LifePro Asset Management
California
$415K +$415K +7,155 New
CCT
115
Country Club Trust
Missouri
$409K -$2.89K -50 -0.7%
ASN
116
Advisory Services Network
Georgia
$404K +$63.4K +1,095 +19%
DAS
117
Dynamic Advisor Solutions
Arizona
$403K +$94K +1,620 +30%
C
118
Certuity
Florida
$401K +$401K +6,925 New
VCM
119
Vision Capital Management
Oregon
$396K -$6.95K -120 -2%
RW
120
Rede Wealth
Virginia
$389K +$389K +6,730 New
NFG
121
Next Financial Group
Texas
$346K -$155K -2,670 -31%
PCMC
122
Paragon Capital Management (Colorado)
Colorado
$344K – – –
KPWS
123
Kestra Private Wealth Services
Texas
$343K +$343K +5,925 New
EGA
124
Eagle Global Advisors
Texas
$330K -$7.24K -125 -2%
SFA
125
Sequoia Financial Advisors
Ohio
$327K -$2.03K -35 -0.6%
3 4
5
6 7