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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

168 hedge funds and large institutions have $913M invested in iShares Morningstar Growth ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
23
Increased
42
Reduced
62
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
$39.6M
2
TC
Trilogy Capital
California
$16M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19M
4
CA
Clearstead Advisors
Ohio
$42.6M
5
FTUS
Flow Traders U.S.
New York
$3.81M

Top Sellers

1
DWA
Dorsey Wright & Associates
California
$0
2
AI
AdvisorShares Investments
Maryland
$0
3
AWM
AE Wealth Management
Kansas
$679K
4
SS
Simplicity Solutions
Minnesota
$485K
5
Wells Fargo
Wells Fargo
California
$54.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
Baystate Wealth Management
Massachusetts
$291K +$534 +10 +0.2%
DAS
127
Dynamic Advisor Solutions
Arizona
$285K +$285K +5,325 New
MCM
128
Mainstay Capital Management
Michigan
$283K +$283K +5,285 New
KFA
129
Kelleher Financial Advisors
New York
$278K – – –
LFS
130
Legacy Financial Strategies
Kansas
$273K -$79.1K -1,480 -22%
FAIM
131
Financial Advocates Investment Management
Washington
$267K -$4.19M -78,310 -94%
EB
132
Eastern Bank
Massachusetts
$267K – – –
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$241K – – –
FHC
134
First Heartland Consultants
Missouri
$236K -$10.2K -190 -4%
BFA
135
Beacon Financial Advisory
Ohio
$234K – – –
REMPR
136
Roof Eidam Maycock Peralta (REMP)
California
$227K +$227K +4,250 New
AAS
137
Annex Advisory Services
Wisconsin
$221K +$221K +4,125 New
PFBT
138
Parkside Financial Bank & Trust
Missouri
$178K – – –
LWANC
139
Laurel Wealth Advisors (North Carolina)
North Carolina
$139K – – –
CF
140
Centaurus Financial
California
$134K +$9.34K +175 +7%
CMA
141
Cedar Mountain Advisors
Oregon
$115K – – –
CFD
142
Creative Financial Designs
Indiana
$100K +$268 +5 +0.3%
PB
143
Pinnacle Bancorp
Nebraska
$72K – – –
TFGT
144
TS Financial Group (TSFG)
Illinois
$70K – – –
F
145
F3Logic
Minnesota
$67.2K +$67.2K +1,255 New
SFSIG
146
San Francisco Sentry Investment Group
California
$66K – – –
WT
147
Washington Trust
Rhode Island
$59K +$59K +1,100 New
AWM
148
Avior Wealth Management
Nebraska
$53K – – –
CA
149
Crewe Advisors
Utah
$50K – – –
CFGS
150
Concourse Financial Group Securities
Alabama
$49K – – –
4 5
6
7 8