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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.

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 Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$112M 387,287 -40,275 -9%
Morgan Stanley
2
Morgan Stanley
New York
$66.6M 230,822 -40,518 -15%
Bank of America
3
Bank of America
North Carolina
$66.4M 230,074 -30,911 -12%
LPL Financial
4
LPL Financial
California
$64.2M 222,513 -27,845 -11%
Wells Fargo
5
Wells Fargo
California
$50.5M 174,954 -19,091 -10%
FWP
6
FAS Wealth Partners
Kansas
$48.2M 167,124 +9,870 +6%
CA
7
Clearstead Advisors
Ohio
$46.9M 162,642 +4,962 +3%
Ameriprise
8
Ameriprise
Minnesota
$34.5M 119,690 -19,394 -14%
Osaic Holdings
9
Osaic Holdings
Arizona
$27.1M 93,996 -11,149 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.3M 63,417 +12,657 +25%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$17.6M 61,031 -8,437 -12%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$15.8M 54,754 -3,845 -7%
AAS
13
Avantax Advisory Services
Texas
$15.7M 54,399 +9,981 +22%
MML Investors Services
14
MML Investors Services
Massachusetts
$15M 51,996 -2,485 -5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$13.4M 46,347 -45,372 -49%
KJWM
16
Kiley Juergens Wealth Management
Washington
$11.6M 40,104 -86 -0.2%
FIG
17
FundX Investment Group
California
$9.42M 32,665 -859 -3%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$8.91M 30,886 -6,726 -18%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$7.24M 25,094 -3,211 -11%
GWM
20
Geneos Wealth Management
Colorado
$6.81M 110,026 +87,820 +395%
AWA
21
Arkadios Wealth Advisors
Georgia
$5.73M 19,874 +6,712 +51%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.7M 19,752 +6,020 +44%
CWM
23
Cornerstone Wealth Management
Missouri
$4.83M 16,736 -28 -0.2%
LFAS
24
Level Four Advisory Services
Texas
$4.8M 16,653 – –
SI
25
SimpliFi Inc
California
$4.48M 15,529 -212 -1%
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