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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 %
CWA
176
Clearview Wealth Advisors
Oregon
$7K – – –
CAAS
177
Capital Asset Advisory Services
Michigan
$6K – – –
COCM
178
Charter Oak Capital Management
New Hampshire
$2K – – –
SS
179
Simplicity Solutions
Minnesota
– -$15.7M -271,315 Closed
FFN
180
Focus Financial Network
Minnesota
– -$1.78M -30,715 Closed
Goldman Sachs
181
Goldman Sachs
New York
– -$1.7M -29,245 Closed
LAM
182
LifePro Asset Management
California
– -$415K -7,155 Closed
LFS
183
Legacy Financial Strategies
Kansas
– -$296K -5,105 Closed
BFA
184
Beacon Financial Advisory
Ohio
– -$253K -4,375 Closed
SAG
185
Spotlight Asset Group
Illinois
– -$239K -4,130 Closed
IA
186
Insight Advisors
Pennsylvania
– -$228K -3,930 Closed
GWM
187
Gray Wealth Management
Maine
– -$208K -3,575 Closed
HFA
188
High Falls Advisors
New York
– -$203K -3,500 Closed
GCM
189
Gunderson Capital Management
South Carolina
– -$200K -3,455 Closed
BWM
190
Birchcreek Wealth Management
Ohio
– -$147K -2,550 Closed
PWM
191
Perigon Wealth Management
California
– -$104K -1,800 Closed
TCOV
192
Trust Company of Vermont
Vermont
– -$40K -690 Closed
SIAG
193
Signet Investment Advisory Group
Rhode Island
– -$31K -535 Closed
HPC
194
HM Payson & Co
Maine
– -$27K -470 Closed
FCH
195
Freestone Capital Holdings
Washington
– -$5.51K -95 Closed
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