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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

178 hedge funds and large institutions have $830M invested in iShares Morningstar Growth ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-7
Holders Change %
-3.78%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
11
Increased
42
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$6.81M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.3M
3
AAS
3
Avantax Advisory Services
Texas
$15.7M
4
FWP
4
FAS Wealth Partners
Kansas
$48.2M
5
FTUS
5
Flow Traders U.S.
New York
$2.28M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWM
2
AE Wealth Management
Kansas
$321K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$66.6M
5
EH
5
Equitable Holdings
New York
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
151
Creative Financial Designs
Indiana
$108K – – –
CMA
152
Cedar Mountain Advisors
Oregon
$104K – – –
PB
153
Pinnacle Bancorp
Nebraska
$104K +$26.1K +450 +33%
SPIA
154
Steward Partners Investment Advisory
New York
$86.5K +$86.5K +1,500 New
TFGT
155
TS Financial Group (TSFG)
Illinois
$75K – – –
SFSIG
156
San Francisco Sentry Investment Group
California
$71K – – –
WT
157
Washington Trust
Rhode Island
$63K – – –
AIC
158
Ameritas Investment Company
Nebraska
$57.7K +$57.7K +1,000 New
AWM
159
Avior Wealth Management
Nebraska
$57K – – –
CA
160
Crewe Advisors
Utah
$54K – – –
CFA
161
Carroll Financial Associates
North Carolina
$44K – – –
IF
162
Ironwood Financial
Arizona
$35K -$12.3K -210 -26%
VFA
163
Valeo Financial Advisors
Indiana
$32K – – –
William Blair & Company
164
William Blair & Company
Illinois
$31K -$7.18K -125 -19%
FFW
165
Fusion Family Wealth
New York
$30K – – –
FBT
166
First Bank & Trust
South Dakota
$29K – – –
BlackRock
167
BlackRock
New York
$27K – – –
RWB
168
RMR Wealth Builders
New Jersey
$24K – – –
TAIM
169
TD Ameritrade Investment Management
Nebraska
$23K – – –
MCC
170
Money Concepts Capital
Florida
$21K -$419K -7,180 -95%
FCA
171
FinTrust Capital Advisors
South Carolina
$20K – – –
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$19K – – –
KFI
173
Key Financial Inc
Pennsylvania
$15K – – –
CCMW
174
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
AIC
175
Archer Investment Corporation
Indiana
$9.23K – – –
4 5 6
7
8