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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

185 hedge funds and large institutions have $965M invested in iShares Morningstar Growth ETF in 2020 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 40 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+17
Holders Change %
+10.12%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
37
Increased
40
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$15.2M
2
SS
Simplicity Solutions
Minnesota
+$15.2M
3
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$7.47M
5
SI
SimpliFi Inc
California
+$4.56M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$30M
2
TC
Trilogy Capital
California
-$16M
3
Bank of America
Bank of America
North Carolina
-$9.22M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.85M
5
PFA
Pinnacle Family Advisors
Missouri
-$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
151
Laurel Wealth Advisors (North Carolina)
North Carolina
$151K – – –
BWM
152
Birchcreek Wealth Management
Ohio
$147K +$147K +2,550 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$146K -$114K -1,975 -44%
CFGS
154
Concourse Financial Group Securities
Alabama
$117K +$63.2K +1,085 +117%
SFS
155
Sowell Financial Services
Arkansas
$116K +$116K +2,000 New
CFD
156
Creative Financial Designs
Indiana
$108K – – –
CMA
157
Cedar Mountain Advisors
Oregon
$105K -$19.4K -335 -16%
PWM
158
Perigon Wealth Management
California
$104K +$104K +1,800 New
PB
159
Pinnacle Bancorp
Nebraska
$78K -$290 -5 -0.4%
TFGT
160
TS Financial Group (TSFG)
Illinois
$75K – – –
SFSIG
161
San Francisco Sentry Investment Group
California
$71K – – –
WT
162
Washington Trust
Rhode Island
$64K – – –
AWM
163
Avior Wealth Management
Nebraska
$57K – – –
CA
164
Crewe Advisors
Utah
$54K – – –
IF
165
Ironwood Financial
Arizona
$47K – – –
CFA
166
Carroll Financial Associates
North Carolina
$44K – – –
TCOV
167
Trust Company of Vermont
Vermont
$40K +$40K +690 New
William Blair & Company
168
William Blair & Company
Illinois
$39K +$39K +665 New
VFA
169
Valeo Financial Advisors
Indiana
$32K – – –
SIAG
170
Signet Investment Advisory Group
Rhode Island
$31K +$31K +535 New
FFW
171
Fusion Family Wealth
New York
$30K – – –
FBT
172
First Bank & Trust
South Dakota
$29K – – –
BlackRock
173
BlackRock
New York
$27K -$871 -15 -3%
HPC
174
HM Payson & Co
Maine
$27K – – –
RWB
175
RMR Wealth Builders
New Jersey
$24K +$24K +415 New
5 6
7
8 9