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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 %
CMA
176
Cedar Mountain Advisors
Oregon
$130K – – –
HIA
177
Harbor Investment Advisory
Maryland
$129K +$129K +1,800 New
KA
178
Kozak & Associates
Colorado
$115K +$120 +2 +0.1%
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$102K -$16.3K -227 -14%
PB
180
Pinnacle Bancorp
Nebraska
$97K – – –
CFD
181
Creative Financial Designs
Indiana
$94K +$71 +1 +0.1%
TFGT
182
TS Financial Group (TSFG)
Illinois
$93K – – –
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$83K -$28.9K -404 -26%
NF
184
Norwood Financial
Pennsylvania
$78K +$78K +1,090 New
AWM
185
Avior Wealth Management
Nebraska
$71K – – –
CA
186
Crewe Advisors
Utah
$67K – – –
CFA
187
Carroll Financial Associates
North Carolina
$56K – – –
WTA
188
Washington Trust Advisors
Massachusetts
$54K +$54K +750 New
EW
189
Element Wealth
Mississippi
$39K – – –
TAIM
190
TD Ameritrade Investment Management
Nebraska
$37K +$31.5K +442 +567%
FBT
191
First Bank & Trust
South Dakota
$36K – – –
BlackRock
192
BlackRock
New York
$33K +$72 +1 +0.2%
William Blair & Company
193
William Blair & Company
Illinois
$29K -$8.7K -120 -23%
SN
194
Sittner & Nelson
Oregon
$28K – – –
FCA
195
FinTrust Capital Advisors
South Carolina
$25K – – –
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$19K – – –
MFT
197
Moisand Fitzgerald Tamayo
Florida
$18K – – –
SWM
198
Selective Wealth Management
Virginia
$18K +$18K +255 New
PA
199
PSI Advisors
Florida
$17K – – –
AIC
200
Archer Investment Corporation
Indiana
$11.5K – – –
5 6 7
8
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