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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

177 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 158 increasing their positions, 1 reducing their positions, and 16 closing their positions.

Holders
177
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
16
Increased
158
Reduced
1
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EH
1
Equitable Holdings
New York
$236M
2
Bank of America
2
Bank of America
North Carolina
$75.3M
3
LPL Financial
3
LPL Financial
California
$72M
4
Morgan Stanley
4
Morgan Stanley
New York
$71.7M
5
FWP
5
FAS Wealth Partners
Kansas
$56.9M

Top Sellers

1
SI
1
SimpliFi Inc
California
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
CRWM
3
Castle Rock Wealth Management
California
$0
4
GWM
4
Geneos Wealth Management
Colorado
$6.34M
5
VFA
5
Voya Financial Advisors
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$236M 3,649,835 +3,262,548 +842%
Bank of America
2
Bank of America
North Carolina
$75.3M 1,162,268 +932,194 +405%
LPL Financial
3
LPL Financial
California
$72M 1,112,155 +889,642 +400%
Morgan Stanley
4
Morgan Stanley
New York
$71.7M 1,106,494 +875,672 +379%
FWP
5
FAS Wealth Partners
Kansas
$56.9M 878,504 +711,380 +426%
Wells Fargo
6
Wells Fargo
California
$55.8M 860,872 +685,918 +392%
CA
7
Clearstead Advisors
Ohio
$54.2M 837,559 +674,917 +415%
Ameriprise
8
Ameriprise
Minnesota
$31.8M 471,945 +352,255 +294%
Osaic Holdings
9
Osaic Holdings
Arizona
$31.3M 483,927 +389,931 +415%
UBS Group
10
UBS Group
Switzerland
$26.2M 404,969 +322,265 +390%
AAS
11
Avantax Advisory Services
Texas
$18.7M 289,376 +234,977 +432%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$18.4M 283,889 +237,542 +513%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$17.8M 274,637 +219,883 +402%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.5M 255,163 +194,132 +318%
MML Investors Services
15
MML Investors Services
Massachusetts
$15.2M 235,439 +183,443 +353%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13.9M 214,431 +151,014 +238%
KJWM
17
Kiley Juergens Wealth Management
Washington
$12.7M 195,578 +155,474 +388%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$10.4M 161,226 +130,340 +422%
AWM
19
AE Wealth Management
Kansas
$8.51M 131,420 +130,306 +11,697%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$8.05M 124,312 +104,560 +529%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$7.77M 119,951 +114,567 +2,128%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.75M 119,731 +94,637 +377%
GWM
23
Geneos Wealth Management
Colorado
$6.34M 96,625 -13,401 -12%
AWA
24
Arkadios Wealth Advisors
Georgia
$6.16M 95,196 +75,322 +379%
PCIA
25
Prime Capital Investment Advisors
Kansas
$5.64M 87,035 +77,138 +779%
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