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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 %
TAIM
176
TD Ameritrade Investment Management
Nebraska
$23K – – –
FCA
177
FinTrust Capital Advisors
South Carolina
$21K – – –
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$18K – – –
KFI
179
Key Financial Inc
Pennsylvania
$15K +$15K +255 New
CCMW
180
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
AIC
181
Archer Investment Corporation
Indiana
$9.28K – – –
CWA
182
Clearview Wealth Advisors
Oregon
$7K +$7K +125 New
CAAS
183
Capital Asset Advisory Services
Michigan
$6K – – –
FCH
184
Freestone Capital Holdings
Washington
$5.51K -$18K -310 -77%
COCM
185
Charter Oak Capital Management
New Hampshire
$2K +$2K +30 New
TC
186
Trilogy Capital
California
– -$16M -298,445 Closed
PFA
187
Pinnacle Family Advisors
Missouri
– -$4.97M -92,975 Closed
FTUS
188
Flow Traders U.S.
New York
– -$3.81M -71,240 Closed
Baird Financial Group
189
Baird Financial Group
Wisconsin
– -$3.7M -69,210 Closed
AI
190
Atria Investments
North Carolina
– -$2.1M -39,225 Closed
FEM
191
Fulcrum Equity Management
Texas
– -$1.65M -30,775 Closed
RBFC
192
Roman Butler Fullerton & Co
Missouri
– -$887K -16,580 Closed
GSC
193
G&S Capital
Colorado
– -$720K -13,460 Closed
JWCA
194
J.W. Cole Advisors
Florida
– -$512K -9,580 Closed
Franklin Resources
195
Franklin Resources
California
– -$394K -7,360 Closed
CAN
196
Claraphi Advisory Network
United States
– -$379K -7,085 Closed
IAN
197
Integrated Advisors Network
Texas
– -$347K -6,480 Closed
FAIM
198
Financial Advocates Investment Management
Washington
– -$267K -4,995 Closed
SXL
199
Summit X LLC
Missouri
– -$1.34K -2,315 Closed
F
200
F3Logic
Minnesota
– -$67.2K -1,255 Closed
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