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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

141 hedge funds and large institutions have $568M invested in iShares Morningstar Growth ETF in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.11%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
23
Increased
46
Reduced
41
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWP
FAS Wealth Partners
Kansas
+$27.4M
2
Wells Fargo
Wells Fargo
California
+$20.2M
3
Morgan Stanley
Morgan Stanley
New York
+$14.9M
4
AI
AdvisorShares Investments
Maryland
+$13.1M
5
IAN
Integrated Advisors Network
Texas
+$9.83M

Top Sellers

1
EH
Equitable Holdings
New York
-$21.3M
2
GG
GenWealth Group
New Jersey
-$14.4M
3
Goldman Sachs
Goldman Sachs
New York
-$6.09M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.98M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
151
Park Avenue Securities
New York
– -$362K -8,620 Closed
PFS
152
Prospera Financial Services
Texas
– -$284K -6,775 Closed
KFA
153
Kelleher Financial Advisors
New York
– -$253K -6,025 Closed
EB
154
Eastern Bank
Massachusetts
– -$210K -5,000 Closed
FAIM
155
Financial Advocates Investment Management
Washington
– -$209K -4,980 Closed
FHC
156
First Heartland Consultants
Missouri
– -$207K -4,920 Closed
PFBT
157
Parkside Financial Bank & Trust
Missouri
– -$115K -2,750 Closed
FIB
158
First Interstate Bank
Montana
– -$105K -2,500 Closed
ACM
159
Anfield Capital Management
California
– -$85K -1,990 Closed
RIA
160
Realta Investment Advisors
Delaware
– -$24K -580 Closed
MAM
161
Meeder Asset Management
Ohio
– -$21K -500 Closed
PA
162
PSI Advisors
Florida
– -$10K -235 Closed
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