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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 %
CAI
101
Capital Advisors Inc
Oklahoma
$727K +$727K +10,125 New
PA
102
Pinnacle Associates
New York
$720K -$197K -2,748 -22%
Renaissance Technologies
103
Renaissance Technologies
New York
$718K +$337K +4,700 +89%
BBW
104
Blue Barn Wealth
Utah
$710K -$192K -2,674 -21%
HWM
105
Howard Wealth Management
Connecticut
$691K -$199K -2,780 -22%
MCM
106
Mainstay Capital Management
Michigan
$672K -$672K -9,355 -50%
OWA
107
Outlook Wealth Advisors
Texas
$648K +$933 +13 +0.1%
HWM
108
HB Wealth Management
Georgia
$635K +$635K +8,835 New
LAM
109
LifePro Asset Management
California
$615K -$76.3K -1,061 -11%
KLI
110
Kelman-Lazarov Inc
Tennessee
$610K – – –
ACP
111
Arcus Capital Partners
Georgia
$607K +$1.44K +20 +0.2%
AA
112
Advisory Alpha
Michigan
$587K +$587K +8,168 New
TRCT
113
Tower Research Capital (TRC)
New York
$583K +$199K +2,773 +52%
WBG
114
Wharton Business Group
Pennsylvania
$573K +$573K +7,985 New
NFG
115
Next Financial Group
Texas
$556K -$36.6K -510 -6%
NA
116
NewEdge Advisors
Louisiana
$556K – – –
HWA
117
HHM Wealth Advisors
Tennessee
$548K -$79.4K -1,105 -13%
BC
118
Bowman & Company
Wisconsin
$548K +$548K +7,622 New
BSW
119
Buckingham Strategic Wealth
Missouri
$545K -$64.2K -894 -11%
WPIC
120
White Pine Investment Company
Michigan
$527K +$252K +3,503 +91%
CBFP
121
Cedar Brook Financial Partners
Ohio
$515K +$64.7K +902 +14%
SC
122
Scotia Capital
Ontario, Canada
$507K -$3.09K -43 -0.6%
ASN
123
Advisory Services Network
Georgia
$507K – – –
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
$506K -$5.8M -80,788 -92%
KPWS
125
Kestra Private Wealth Services
Texas
$493K +$47.4K +661 +11%
3 4
5
6 7