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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 %
CMP
101
Courage Miller Partners
Virginia
$763K -$6.82K -105 -0.9%
SPC
102
Sigma Planning Corp
Michigan
$762K -$17.4K -268 -2%
SAM
103
Summit Asset Management
Tennessee
$704K – – –
WWM
104
Windsor Wealth Management
Indiana
$685K – – –
LAM
105
LifePro Asset Management
California
$674K +$117K +1,806 +21%
BBW
106
Blue Barn Wealth
Utah
$666K +$23.7K +364 +4%
PA
107
Pinnacle Associates
New York
$651K +$65 +1 +0%
RL
108
Retireful LLC
Michigan
$621K +$621K +10,925 New
MCM
109
Mainstay Capital Management
Michigan
$605K -$2.6K -40 -0.4%
AWM
110
Accel Wealth Management
Iowa
$588K -$72.2K -1,109 -11%
CAI
111
Capital Advisors Inc
Oklahoma
$572K -$86.1K -1,325 -13%
MHS
112
M Holdings Securities
Oregon
$562K +$562K +8,650 New
HWM
113
HB Wealth Management
Georgia
$558K -$16.2K -250 -3%
KLI
114
Kelman-Lazarov Inc
Tennessee
$552K – – –
HWA
115
HHM Wealth Advisors
Tennessee
$548K +$52K +800 +10%
KPWS
116
Kestra Private Wealth Services
Texas
$545K +$98.3K +1,511 +22%
OIA
117
OneDigital Investment Advisors
Kansas
$529K +$234K +3,597 +79%
BC
118
Bowman & Company
Wisconsin
$523K +$27.5K +423 +6%
WBG
119
Wharton Business Group
Pennsylvania
$519K – – –
OWA
120
Outlook Wealth Advisors
Texas
$507K -$80K -1,230 -14%
BSW
121
Buckingham Strategic Wealth
Missouri
$493K – – –
CBFP
122
Cedar Brook Financial Partners
Ohio
$459K -$7.02K -108 -2%
SC
123
Scotia Capital
Ontario, Canada
$458K -$455 -7 -0.1%
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
$458K – – –
SOS
125
Silver Oak Securities
Tennessee
$453K +$453K +7,269 New
3 4
5
6 7