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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

206 hedge funds and large institutions have $1.18B invested in iShares Morningstar Growth ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
3.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
55
Reduced
69
Closed
14
Calls
$313K
Puts
–
Net Calls
+$313K
Net Calls Change
+$313K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$43.8M
2
Osaic Holdings
Osaic Holdings
Arizona
$39.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$13.2M
4
MML Investors Services
MML Investors Services
Massachusetts
$19.7M
5
LPL Financial
LPL Financial
California
$87.8M

Top Sellers

1
EH
Equitable Holdings
New York
$229M
2
GM
GeoWealth Management
Illinois
$8.19M
3
AWM
AE Wealth Management
Kansas
$241K
4
FWP
FAS Wealth Partners
Kansas
$56.4M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$506K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
CoreCap Advisors
Michigan
$279K +$279K +3,884 New
KWM
152
Kaydan Wealth Management
Michigan
$273K +$273K +3,800 New
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$245K -$2.42M -33,654 -91%
KPW
154
Kore Private Wealth
New York
$245K +$72 +1 +0%
AWM
155
AE Wealth Management
Kansas
$241K -$8.86M -123,539 -97%
HSWM
156
Hubbell Strickland Wealth Management
Louisiana
$235K -$774K -10,773 -77%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$219K +$28.4K +396 +15%
TI
158
Truepoint Inc
Ohio
$219K +$219K +3,045 New
JLBC
159
J.L. Bainbridge & Co
Florida
$217K +$217K +3,015 New
SXL
160
Summit X LLC
Missouri
$217K +$217K +3,037 New
OC
161
Oppenheimer & Co
New York
$215K +$215K +3,000 New
HFA
162
High Falls Advisors
New York
$215K +$215K +3,000 New
VWA
163
Visionary Wealth Advisors
Illinois
$206K +$206K +2,866 New
SG
164
StoneX Group
New York
$201K +$201K +2,805 New
SWA
165
SOA Wealth Advisors
New York
$195K +$72 +1 +0%
CWM
166
CarsonAllaria Wealth Management
Illinois
$192K +$192K +2,673 New
PFBT
167
Parkside Financial Bank & Trust
Missouri
$187K -$25K -348 -12%
LWANC
168
Laurel Wealth Advisors (North Carolina)
North Carolina
$187K – – –
CF
169
Centaurus Financial
California
$186K – – –
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$181K – – –
CA
171
Cornerstone Advisory
Maryland
$180K +$180K +2,500 New
SWM
172
Spire Wealth Management
Virginia
$169K -$72.8K -1,013 -30%
MFA
173
McClarren Financial Advisors
Pennsylvania
$150K +$216 +3 +0.1%
KFI
174
Key Financial Inc
Pennsylvania
$145K +$127K +1,765 +692%
CFGS
175
Concourse Financial Group Securities
Alabama
$131K – – –
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