ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

168 hedge funds and large institutions have $913M invested in iShares Morningstar Growth ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
168
Holders Change
+6
Holders Change %
+3.7%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
23
Increased
42
Reduced
62
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$39.6M
2
TC
2
Trilogy Capital
California
$16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19M
4
CA
4
Clearstead Advisors
Ohio
$42.6M
5
FTUS
5
Flow Traders U.S.
New York
$3.81M

Top Sellers

1
DWA
1
Dorsey Wright & Associates
California
$0
2
AI
2
AdvisorShares Investments
Maryland
$0
3
AWM
3
AE Wealth Management
Kansas
$679K
4
SS
4
Simplicity Solutions
Minnesota
$485K
5
Wells Fargo
5
Wells Fargo
California
$54.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$115M 430,262 -29,618 -6%
Bank of America
2
Bank of America
North Carolina
$78.3M 292,798 -29,750 -9%
Morgan Stanley
3
Morgan Stanley
New York
$70.7M 264,230 -14,658 -5%
LPL Financial
4
LPL Financial
California
$68.9M 257,686 -27,758 -10%
Wells Fargo
5
Wells Fargo
California
$54.7M 204,505 -57,425 -22%
CA
6
Clearstead Advisors
Ohio
$42.6M 159,301 +26,707 +20%
AAS
7
Avantax Advisory Services
Texas
$39.6M 147,993 +108,116 +271%
FWP
8
FAS Wealth Partners
Kansas
$39.5M 147,628 -1,759 -1%
Ameriprise
9
Ameriprise
Minnesota
$36.9M 137,988 -5,288 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$22.9M 85,538 -21,368 -20%
UBS Group
11
UBS Group
Switzerland
$21.6M 80,615 -3,992 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$19M 70,949 +26,904 +61%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$17.6M 65,759 +13,396 +26%
TC
14
Trilogy Capital
California
$16M 59,689 +59,689 New
Osaic Holdings
15
Osaic Holdings
Arizona
$15.3M 57,399 -9,125 -14%
MML Investors Services
16
MML Investors Services
Massachusetts
$14.8M 55,171 -21,870 -28%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$12.4M 46,995 +227 +0.5%
KJWM
18
Kiley Juergens Wealth Management
Washington
$10.9M 40,703 -6,346 -13%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$9.82M 36,720 +14,074 +62%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$9.62M 35,959 +2,328 +7%
FIG
21
FundX Investment Group
California
$9.29M 34,722 +640 +2%
GWM
22
Geneos Wealth Management
Colorado
$8.58M 32,990 -718 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$7.8M 29,145 -6,563 -18%
AWA
24
Arkadios Wealth Advisors
Georgia
$5.22M 19,038 -8,879 -32%
PFA
25
Pinnacle Family Advisors
Missouri
$4.97M 18,595 +7,980 +75%
1
2 3 4 5