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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 %
NA
101
NewEdge Advisors
Louisiana
$512K – – –
PAS
102
Park Avenue Securities
New York
$500K -$35.5K -615 -7%
KLI
103
Kelman-Lazarov Inc
Tennessee
$490K – – –
BSW
104
Buckingham Strategic Wealth
Missouri
$489K – – –
HWA
105
HHM Wealth Advisors
Tennessee
$488K +$48.2K +835 +11%
NFG
106
Next Financial Group
Texas
$482K +$138K +2,390 +40%
US Bancorp
107
US Bancorp
Minnesota
$473K -$100K -1,735 -17%
WBG
108
Wharton Business Group
Pennsylvania
$461K – – –
KWM
109
Kingsview Wealth Management
Oregon
$452K +$225K +3,840 +99%
TRCT
110
Tower Research Capital (TRC)
New York
$443K +$160K +2,775 +57%
TCWM
111
Total Clarity Wealth Management
Illinois
$435K -$57.4K -995 -12%
ASN
112
Advisory Services Network
Georgia
$417K +$14.4K +250 +4%
GRP
113
Global Retirement Partners
California
$402K -$411K -7,125 -51%
CCT
114
Country Club Trust
Missouri
$402K – – –
C
115
Certuity
Florida
$390K -$9.52K -165 -2%
VCM
116
Vision Capital Management
Oregon
$389K -$5.48K -95 -1%
DAS
117
Dynamic Advisor Solutions
Arizona
$375K -$25.4K -440 -6%
RW
118
Rede Wealth
Virginia
$370K -$17.9K -310 -5%
SS
119
Sunbelt Securities
Texas
$368K +$119K +2,065 +48%
CBFP
120
Cedar Brook Financial Partners
Ohio
$362K +$75.1K +1,300 +26%
SFA
121
Sequoia Financial Advisors
Ohio
$340K +$14.4K +250 +4%
KPWS
122
Kestra Private Wealth Services
Texas
$332K -$10.1K -175 -3%
EGA
123
Eagle Global Advisors
Texas
$329K – – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$324K -$106K -1,825 -25%
AWM
125
AE Wealth Management
Kansas
$321K -$15.6M -270,080 -98%
3 4
5
6 7