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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 %
EH
1
Equitable Holdings
New York
$124M -$783K -13,500 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$78.7M +$2.06M +35,550 +3%
Bank of America
3
Bank of America
North Carolina
$75.7M -$9.22M -159,065 -11%
LPL Financial
4
LPL Financial
California
$72.6M -$2.12M -36,640 -3%
Wells Fargo
5
Wells Fargo
California
$56.2M -$3.03M -52,300 -5%
CA
6
Clearstead Advisors
Ohio
$45.7M -$470K -8,105 -1%
FWP
7
FAS Wealth Partners
Kansas
$45.6M +$2.79M +48,130 +7%
Ameriprise
8
Ameriprise
Minnesota
$40.4M +$318K +5,480 +0.8%
Osaic Holdings
9
Osaic Holdings
Arizona
$30.5M +$13.8M +238,730 +83%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$26.6M +$1.79M +30,905 +7%
UBS Group
11
UBS Group
Switzerland
$23.7M +$320K +5,515 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$20.1M +$1.08M +18,545 +6%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$17M +$3.36M +58,020 +25%
AWM
14
AE Wealth Management
Kansas
$16M +$15.2M +262,960 +2,072%
MML Investors Services
15
MML Investors Services
Massachusetts
$15.8M -$200K -3,450 -1%
SS
16
Simplicity Solutions
Minnesota
$15.7M +$15.2M +262,255 +2,895%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.7M -$5.85M -100,945 -28%
AAS
18
Avantax Advisory Services
Texas
$12.9M -$30M -517,875 -70%
KJWM
19
Kiley Juergens Wealth Management
Washington
$11.7M -$149K -2,565 -1%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$10.9M +$479K +8,265 +5%
FIG
21
FundX Investment Group
California
$9.72M -$347K -5,990 -3%
Citadel Advisors
22
Citadel Advisors
Florida
$8.69M +$7.47M +128,820 +610%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.21M -$243K -4,200 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.87M -$4.77M -82,350 -45%
GWM
25
Geneos Wealth Management
Colorado
$5.69M -$2.76M -53,920 -33%
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