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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

177 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
16
Increased
48
Reduced
71
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
Equitable Holdings
New York
$236M
2
AWM
AE Wealth Management
Kansas
$8.51M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$7.77M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$18.4M
5
FWP
FAS Wealth Partners
Kansas
$56.9M

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
$6.34M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.88M
3
Ameriprise
Ameriprise
Minnesota
$31.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.9M
5
SFS
Sowell Financial Services
Arkansas
$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$323K – – –
SWM
127
SeaCrest Wealth Management
New York
$318K +$88.2K +1,360 +38%
MA
128
Mutual Advisors
Nebraska
$317K -$15.6K -240 -5%
FHA
129
Flagship Harbor Advisors
Massachusetts
$305K – – –
APA
130
Allegiant Private Advisors
Florida
$303K -$16.2K -250 -5%
ECA
131
Elevation Capital Advisory
Oregon
$300K +$300K +4,634 New
LWAC
132
Laurel Wealth Advisors (California)
California
$292K -$648 -10 -0.2%
FHC
133
First Heartland Consultants
Missouri
$287K +$324 +5 +0.1%
REMPR
134
Roof Eidam Maycock Peralta (REMP)
California
$275K – – –
AAS
135
Annex Advisory Services
Wisconsin
$267K – – –
SFA
136
Sequoia Financial Advisors
Ohio
$252K -$129K -2,000 -34%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$246K -$117K -1,802 -32%
OIA
138
OneDigital Investment Advisors
Kansas
$240K +$240K +3,700 New
MAFM
139
Mid Atlantic Financial Management
Pennsylvania
$224K -$21.4K -330 -9%
KPW
140
Kore Private Wealth
New York
$221K +$221K +3,406 New
SWM
141
Spire Wealth Management
Virginia
$218K +$68.4K +1,056 +46%
PFBT
142
Parkside Financial Bank & Trust
Missouri
$215K – – –
PCS
143
Personal CFO Solutions
New Jersey
$205K +$205K +3,165 New
SWA
144
SOA Wealth Advisors
New York
$174K -$52.2K -810 -23%
CF
145
Centaurus Financial
California
$172K – – –
LWANC
146
Laurel Wealth Advisors (North Carolina)
North Carolina
$168K – – –
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$164K – – –
HI
148
Harbour Investments
Wisconsin
$136K – – –
MFA
149
McClarren Financial Advisors
Pennsylvania
$134K +$65 +1 +0%
CFD
150
Creative Financial Designs
Indiana
$121K +$65 +1 +0.1%
4 5
6
7 8