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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 %
JSC
151
Jackson Square Capital
California
$44K +$44K +825 New
IF
152
Ironwood Financial
Arizona
$43K +$11.1K +210 +35%
CFA
153
Carroll Financial Associates
North Carolina
$41K – – –
VFA
154
Valeo Financial Advisors
Indiana
$30K – – –
PWM
155
Provident Wealth Management
Tennessee
$29K – – –
FFW
156
Fusion Family Wealth
New York
$28K – – –
FBT
157
First Bank & Trust
South Dakota
$27K +$27K +500 New
BlackRock
158
BlackRock
New York
$26K – – –
HPC
159
HM Payson & Co
Maine
$25K +$25K +470 New
FCH
160
Freestone Capital Holdings
Washington
$21.7K +$21.7K +405 New
TAIM
161
TD Ameritrade Investment Management
Nebraska
$21K – – –
Bessemer Group
162
Bessemer Group
New Jersey
$20K +$20K +365 New
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$16K – – –
HNB
164
Huntington National Bank
Ohio
$14K – – –
CCMW
165
Cypress Capital Management (Wyoming)
Wyoming
$12K – – –
AIC
166
Archer Investment Corporation
Indiana
$8.56K – – –
CAAS
167
Capital Asset Advisory Services
Michigan
$6K – – –
SXL
168
Summit X LLC
Missouri
$1.34K +$1.34K +2,315 New
FCA
169
FinTrust Capital Advisors
South Carolina
$19 – – –
AI
170
AdvisorShares Investments
Maryland
– -$36M -768,700 Closed
DWA
171
Dorsey Wright & Associates
California
– -$36.6M -768,700 Closed
WWM
172
WJ Wealth Management
Arizona
– -$3.64M -77,540 Closed
DADC
173
D.A. Davidson & Co
Montana
– -$1.84M -39,145 Closed
BRWM
174
B. Riley Wealth Management
Tennessee
– -$1.53M -32,575 Closed
IDA
175
Intelligence Driven Advisers
California
– -$1.4M -29,785 Closed
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