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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 %
CFD
176
Creative Financial Designs
Indiana
$86K +$65 +1 +0.1%
TFGT
177
TS Financial Group (TSFG)
Illinois
$85K – – –
PB
178
Pinnacle Bancorp
Nebraska
$80K -$6.99K -108 -8%
NF
179
Norwood Financial
Pennsylvania
$71K – – –
FCA
180
FinTrust Capital Advisors
South Carolina
$66K +$42.8K +656 +185%
AWM
181
Avior Wealth Management
Nebraska
$64K – – –
CA
182
Crewe Advisors
Utah
$61K – – –
PFS
183
Prospera Financial Services
Texas
$56K +$56K +860 New
WTA
184
Washington Trust Advisors
Massachusetts
$49K – – –
EW
185
Element Wealth
Mississippi
$35K – – –
TAIM
186
TD Ameritrade Investment Management
Nebraska
$34K – – –
FBT
187
First Bank & Trust
South Dakota
$33K – – –
BlackRock
188
BlackRock
New York
$27K -$2.36K -37 -8%
SN
189
Sittner & Nelson
Oregon
$25K – – –
JFA
190
JNBA Financial Advisors
Minnesota
$21K +$21K +329 New
LAS
191
Lloyd Advisory Services
Georgia
$20K +$20K +314 New
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$17K – – –
PA
193
PSI Advisors
Florida
$16K – – –
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
$11K -$64.6K -993 -85%
WA
195
Win Advisors
Florida
$10K -$1.47M -23,638 -99%
AIC
196
Archer Investment Corporation
Indiana
$9.83K – – –
CWA
197
Clearview Wealth Advisors
Oregon
$8K – – –
CAAS
198
Capital Asset Advisory Services
Michigan
$7K – – –
NFSG
199
Newbridge Financial Services Group
Florida
$7K +$7K +101 New
MCC
200
Money Concepts Capital
Florida
$3K +$3K +45 New
5 6 7
8
9