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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

186 hedge funds and large institutions have $1.1B invested in iShares Morningstar Growth ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
22
Increased
54
Reduced
56
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
$15.9M
2
LPL Financial
LPL Financial
California
$78.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.4M
4
US Bancorp
US Bancorp
Minnesota
$4.95M
5
Ameriprise
Ameriprise
Minnesota
$34M

Top Sellers

1
EH
Equitable Holdings
New York
$231M
2
Wells Fargo
Wells Fargo
California
$50.7M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.74M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$5.76M
5
Nomura Asset Management
Nomura Asset Management
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
151
Centaurus Financial
California
$169K -$4.32K -66 -2%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$166K – – –
KA
153
Kozak & Associates
Colorado
$139K +$139K +1,922 New
HI
154
Harbour Investments
Wisconsin
$137K – – –
MFA
155
McClarren Financial Advisors
Pennsylvania
$136K +$196 +3 +0.1%
CFGS
156
Concourse Financial Group Securities
Alabama
$119K – – –
CMA
157
Cedar Mountain Advisors
Oregon
$119K – – –
Koshinski Asset Management
158
Koshinski Asset Management
Illinois
$108K +$108K +1,653 New
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$103K +$43.1K +655 +72%
PB
160
Pinnacle Bancorp
Nebraska
$88K – – –
CFD
161
Creative Financial Designs
Indiana
$86K -$36.1K -552 -30%
TFGT
162
TS Financial Group (TSFG)
Illinois
$85K – – –
AWM
163
Avior Wealth Management
Nebraska
$65K – – –
CA
164
Crewe Advisors
Utah
$61K – – –
CFA
165
Carroll Financial Associates
North Carolina
$50K – – –
WT
166
Washington Trust
Rhode Island
$49K – – –
IF
167
Ironwood Financial
Arizona
$39K – – –
EW
168
Element Wealth
Mississippi
$35K +$35K +538 New
William Blair & Company
169
William Blair & Company
Illinois
$34K – – –
FBT
170
First Bank & Trust
South Dakota
$33K – – –
BlackRock
171
BlackRock
New York
$30K +$2.48K +38 +9%
SN
172
Sittner & Nelson
Oregon
$26K – – –
LAS
173
Lloyd Advisory Services
Georgia
$26K +$329 +5 +1%
FCA
174
FinTrust Capital Advisors
South Carolina
$23K – – –
TAIM
175
TD Ameritrade Investment Management
Nebraska
$21K +$21K +78 New
4 5 6
7
8