ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

203 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.21%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
21
Increased
58
Reduced
73
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.2M
2
AWM
2
AE Wealth Management
Kansas
$7.17M
3
S
3
Surevest
California
$5.14M
4
OCM
4
One Capital Management
California
$4.45M
5
GM
5
GeoWealth Management
Illinois
$11.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.7M
3
US Bancorp
3
US Bancorp
Minnesota
$438K
4
EH
4
Equitable Holdings
New York
$204M
5
Ameriprise
5
Ameriprise
Minnesota
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Paladin Advisory Group
Iowa
$287K +$287K +4,415 New
REMPR
152
Roof Eidam Maycock Peralta (REMP)
California
$276K – – –
AAS
153
Annex Advisory Services
Wisconsin
$268K – – –
ACP
154
Arcus Capital Partners
Georgia
$262K -$288K -4,426 -52%
TSWM
155
Tyler-Stone Wealth Management
Ohio
$259K +$195 +3 +0.1%
LWAC
156
Laurel Wealth Advisors (California)
California
$241K -$50.4K -776 -17%
FHA
157
Flagship Harbor Advisors
Massachusetts
$235K -$57.5K -885 -20%
EB
158
Eastern Bank
Massachusetts
$218K -$101K -1,559 -32%
SXL
159
Summit X LLC
Missouri
$215K +$17.3K +265 +9%
KWM
160
Kaydan Wealth Management
Michigan
$202K -$45.2K -695 -18%
SWA
161
SOA Wealth Advisors
New York
$175K – – –
PFBT
162
Parkside Financial Bank & Trust
Missouri
$169K – – –
LWANC
163
Laurel Wealth Advisors (North Carolina)
North Carolina
$169K – – –
CF
164
Centaurus Financial
California
$165K -$2.59K -40 -2%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$164K – – –
SWM
166
Spire Wealth Management
Virginia
$153K – – –
MFA
167
McClarren Financial Advisors
Pennsylvania
$135K +$130 +2 +0.1%
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$134K +$40.9K +629 +44%
KFI
169
Key Financial Inc
Pennsylvania
$131K – – –
CMA
170
Cedar Mountain Advisors
Oregon
$118K – – –
CFGS
171
Concourse Financial Group Securities
Alabama
$118K – – –
HIA
172
Harbor Investment Advisory
Maryland
$117K – – –
KA
173
Kozak & Associates
Colorado
$115K – – –
TRCT
174
Tower Research Capital (TRC)
New York
$114K -$415K -6,370 -78%
HBW
175
Hazlett, Burt & Watson
West Virginia
$103K +$103K +1,575 New
5 6
7
8 9