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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

186 hedge funds and large institutions have $1.1B invested in iShares Morningstar Growth ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 7 closing their positions.

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
3.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
22
Increased
54
Reduced
56
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
1
GeoWealth Management
Illinois
$15.9M
2
LPL Financial
2
LPL Financial
California
$78.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.4M
4
US Bancorp
4
US Bancorp
Minnesota
$4.95M
5
Ameriprise
5
Ameriprise
Minnesota
$34M

Top Sellers

1
EH
1
Equitable Holdings
New York
$231M
2
Wells Fargo
2
Wells Fargo
California
$50.7M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$5.76M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$0
5
AIP
5
Almanack Investment Partners
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$231M 3,525,993 -123,842 -3%
LPL Financial
2
LPL Financial
California
$78.4M 1,195,887 +83,732 +8%
Bank of America
3
Bank of America
North Carolina
$76.3M 1,163,842 +1,574 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$74M 1,128,596 +22,102 +2%
FWP
5
FAS Wealth Partners
Kansas
$59.3M 903,931 +25,427 +3%
CA
6
Clearstead Advisors
Ohio
$55.8M 851,560 +14,001 +2%
Wells Fargo
7
Wells Fargo
California
$50.7M 774,074 -86,798 -10%
Ameriprise
8
Ameriprise
Minnesota
$34M 517,504 +45,559 +10%
Osaic Holdings
9
Osaic Holdings
Arizona
$32M 487,829 +3,902 +0.8%
UBS Group
10
UBS Group
Switzerland
$26M 396,560 -8,409 -2%
AAS
11
Avantax Advisory Services
Texas
$19.4M 295,990 +6,614 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$19.4M 295,327 +80,896 +38%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$18.5M 281,877 -2,012 -0.7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$17.9M 273,382 -1,255 -0.5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$17.3M 263,548 +8,385 +3%
GM
16
GeoWealth Management
Illinois
$15.9M 242,413 +242,413 New
MML Investors Services
17
MML Investors Services
Massachusetts
$15.8M 241,348 +5,909 +3%
KJWM
18
Kiley Juergens Wealth Management
Washington
$12.8M 195,405 -173 -0.1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$10.6M 161,579 +353 +0.2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$9.63M 146,911 +22,599 +18%
AWM
21
AE Wealth Management
Kansas
$8.32M 126,900 -4,520 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.73M 117,959 -1,772 -1%
AWA
23
Arkadios Wealth Advisors
Georgia
$6.51M 99,353 +4,157 +4%
GWM
24
Geneos Wealth Management
Colorado
$6.32M 95,313 -1,312 -1%
Bank of Nova Scotia
25
Bank of Nova Scotia
Ontario, Canada
$5.76M 87,841 -32,110 -27%
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