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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

178 hedge funds and large institutions have $830M invested in iShares Morningstar Growth ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-7
Holders Change %
-3.78%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
11
Increased
42
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
$6.81M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.3M
3
AAS
Avantax Advisory Services
Texas
$15.7M
4
FWP
FAS Wealth Partners
Kansas
$48.2M
5
FTUS
Flow Traders U.S.
New York
$2.28M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
$0
2
AWM
AE Wealth Management
Kansas
$321K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$13.4M
4
Morgan Stanley
Morgan Stanley
New York
$66.6M
5
EH
Equitable Holdings
New York
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
126
Paragon Capital Management (Colorado)
Colorado
$321K -$21.9K -380 -6%
BWM
127
Baystate Wealth Management
Massachusetts
$315K – – –
KFA
128
Kelleher Financial Advisors
New York
$300K – – –
MA
129
Mutual Advisors
Nebraska
$296K -$511K -8,850 -63%
M&T Bank
130
M&T Bank
New York
$288K – – –
EB
131
Eastern Bank
Massachusetts
$288K – – –
APA
132
Allegiant Private Advisors
Florida
$284K -$10.1K -175 -3%
FHA
133
Flagship Harbor Advisors
Massachusetts
$272K -$34.9K -605 -11%
LWAC
134
Laurel Wealth Advisors (California)
California
$260K +$260K +4,515 New
FHC
135
First Heartland Consultants
Missouri
$255K – – –
REMPR
136
Roof Eidam Maycock Peralta (REMP)
California
$245K – – –
AAS
137
Annex Advisory Services
Wisconsin
$238K – – –
MAFM
138
Mid Atlantic Financial Management
Pennsylvania
$218K +$14.4K +250 +7%
AP
139
Advisors Preferred
Maryland
$217K -$704K -11,980 -76%
SIM
140
Seaview Investment Managers
Florida
$205K -$1.6M -27,755 -89%
SWM
141
SeaCrest Wealth Management
New York
$205K +$205K +3,545 New
SWA
142
SOA Wealth Advisors
New York
$202K – – –
PFBT
143
Parkside Financial Bank & Trust
Missouri
$192K – – –
CF
144
Centaurus Financial
California
$153K – – –
LWANC
145
Laurel Wealth Advisors (North Carolina)
North Carolina
$150K – – –
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$146K – – –
SWM
147
Spire Wealth Management
Virginia
$133K +$133K +2,310 New
HI
148
Harbour Investments
Wisconsin
$121K +$121K +2,095 New
MFA
149
McClarren Financial Advisors
Pennsylvania
$120K +$120K +2,075 New
CFGS
150
Concourse Financial Group Securities
Alabama
$116K – – –
4 5
6
7 8