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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

141 hedge funds and large institutions have $568M invested in iShares Morningstar Growth ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
23
Increased
46
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
FAS Wealth Partners
Kansas
+$27.4M
2
Wells Fargo
Wells Fargo
California
+$20.2M
3
Morgan Stanley
Morgan Stanley
New York
+$14.9M
4
AI
AdvisorShares Investments
Maryland
+$13.1M
5
IAN
Integrated Advisors Network
Texas
+$9.83M

Top Sellers

1
EH
Equitable Holdings
New York
-$21.3M
2
GG
GenWealth Group
New Jersey
-$14.4M
3
Goldman Sachs
Goldman Sachs
New York
-$6.09M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.98M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
126
San Francisco Sentry Investment Group
California
$46K – – –
AWM
127
Avior Wealth Management
Nebraska
$36K – – –
CA
128
Crewe Advisors
Utah
$35K – – –
CFA
129
Carroll Financial Associates
North Carolina
$28K – – –
IF
130
Ironwood Financial
Arizona
$22K -$23.5K -640 -52%
VFA
131
Valeo Financial Advisors
Indiana
$22K +$22K +560 New
FFW
132
Fusion Family Wealth
New York
$19K – – –
TAIM
133
TD Ameritrade Investment Management
Nebraska
$15K +$6.69K +185 +80%
FCA
134
FinTrust Capital Advisors
South Carolina
$13K – – –
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$11K -$4.97K -140 -31%
CCMW
136
Cypress Capital Management (Wyoming)
Wyoming
$8K – – –
DWM
137
Darwin Wealth Management
Florida
$7K +$7K +190 New
AIC
138
Archer Investment Corporation
Indiana
$6K -$16.3K -435 -73%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$4K – – –
CAAS
140
Capital Asset Advisory Services
Michigan
$4K +$4K +105 New
BlackRock
141
BlackRock
New York
$2K -$333 -10 -14%
OPS
142
Orion Portfolio Solutions
Nebraska
$1K +$1K +25 New
Goldman Sachs
143
Goldman Sachs
New York
– -$6.09M -145,000 Closed
RJFSA
144
Raymond James Financial Services Advisors
Florida
– -$5.98M -142,465 Closed
WP
145
WealthSource Partners
California
– -$851K -20,255 Closed
BFA
146
Beacon Financial Advisory
Ohio
– -$663K -15,800 Closed
PWM
147
Perigon Wealth Management
California
– -$634K -14,875 Closed
GCM
148
Gunderson Capital Management
South Carolina
– -$546K -12,995 Closed
RW
149
RVW Wealth
California
– -$443K -10,540 Closed
SS
150
Simplicity Solutions
Minnesota
– -$382K -9,090 Closed
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