ILCG icon

iShares Morningstar Growth ETF

162 hedge funds and large institutions have $945M invested in iShares Morningstar Growth ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+21
Holders Change %
+14.89%
% of All Funds
3.33%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
31
Increased
51
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
126
Advisory Services Network
Georgia
$269K
SFA
127
Sequoia Financial Advisors
Ohio
$266K
FHA
128
Flagship Harbor Advisors
Massachusetts
$260K
CRWM
129
Castle Rock Wealth Management
California
$257K +$257K +5,015 New
BWM
130
Baystate Wealth Management
Massachusetts
$255K
KFA
131
Kelleher Financial Advisors
New York
$244K +$244K +5,210 New
M&T Bank
132
M&T Bank
New York
$234K +$234K +5,000 New
EB
133
Eastern Bank
Massachusetts
$234K +$234K +5,000 New
FHC
134
First Heartland Consultants
Missouri
$216K +$216K +4,605 New
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$211K
BFA
136
Beacon Financial Advisory
Ohio
$205K +$205K +4,375 New
KPW
137
Kore Private Wealth
New York
$159K
PFBT
138
Parkside Financial Bank & Trust
Missouri
$156K +$156K +3,320 New
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$122K
CF
140
Centaurus Financial
California
$110K +$110K +2,335 New
CMA
141
Cedar Mountain Advisors
Oregon
$101K
CFD
142
Creative Financial Designs
Indiana
$87K +$87K +1,860 New
PB
143
Pinnacle Bancorp
Nebraska
$63K
TFGT
144
TS Financial Group (TSFG)
Illinois
$61K
SFSIG
145
San Francisco Sentry Investment Group
California
$58K
CWM
146
Campbell Wealth Management
Virginia
$49K +$49K +1,035 New
AWM
147
Avior Wealth Management
Nebraska
$46K
CA
148
Crewe Advisors
Utah
$44K
CFGS
149
Concourse Financial Group Securities
Alabama
$43K -$28.4K -610 -40%
CFA
150
Carroll Financial Associates
North Carolina
$36K