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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

206 hedge funds and large institutions have $1.18B invested in iShares Morningstar Growth ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
3.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
55
Reduced
69
Closed
14
Calls
$313K
Puts
–
Net Calls
+$313K
Net Calls Change
+$313K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$43.8M
2
Osaic Holdings
Osaic Holdings
Arizona
$39.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$13.2M
4
MML Investors Services
MML Investors Services
Massachusetts
$19.7M
5
LPL Financial
LPL Financial
California
$87.8M

Top Sellers

1
EH
Equitable Holdings
New York
$229M
2
GM
GeoWealth Management
Illinois
$8.19M
3
AWM
AE Wealth Management
Kansas
$241K
4
FWP
FAS Wealth Partners
Kansas
$56.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$506K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
126
Vision Capital Management
Oregon
$484K – – –
GRP
127
Global Retirement Partners
California
$472K -$66.8K -930 -12%
PAS
128
Park Avenue Securities
New York
$464K -$156K -2,173 -25%
T
129
TNF
Montana
$463K – – –
SFG
130
Sunburst Financial Group
Alabama
$449K +$449K +6,247 New
RW
131
Rede Wealth
Virginia
$444K -$4.38K -61 -1%
TCWM
132
Total Clarity Wealth Management
Illinois
$440K -$142K -1,975 -24%
RTL
133
Red Tortoise LLC
Georgia
$434K – – –
TB
134
Treynor Bancshares
Iowa
$427K +$427K +5,950 New
BWM
135
Baystate Wealth Management
Massachusetts
$408K +$16.3K +226 +4%
PCMC
136
Paragon Capital Management (Colorado)
Colorado
$396K -$3.16K -44 -0.8%
EGA
137
Eagle Global Advisors
Texas
$391K – – –
SFA
138
Sequoia Financial Advisors
Ohio
$391K +$149K +2,080 +62%
KFA
139
Kelleher Financial Advisors
New York
$374K – – –
M&T Bank
140
M&T Bank
New York
$358K – – –
EB
141
Eastern Bank
Massachusetts
$353K – – –
MA
142
Mutual Advisors
Nebraska
$351K – – –
OIA
143
OneDigital Investment Advisors
Kansas
$326K -$506K -7,063 -61%
FHA
144
Flagship Harbor Advisors
Massachusetts
$323K -$14.9K -208 -4%
LWAC
145
Laurel Wealth Advisors (California)
California
$322K -$1.15K -16 -0.4%
ACM
146
AlphaStar Capital Management
North Carolina
$312K -$157K -2,185 -33%
REMPR
147
Roof Eidam Maycock Peralta (REMP)
California
$305K – – –
S
148
Surevest
California
$304K +$304K +4,231 New
AAS
149
Annex Advisory Services
Wisconsin
$296K – – –
TSWM
150
Tyler-Stone Wealth Management
Ohio
$286K +$286K +3,980 New
4 5
6
7 8