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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

206 hedge funds and large institutions have $1.18B invested in iShares Morningstar Growth ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 14 closing their positions.

Holders
206
Holders Change
+20
Holders Change %
+10.75%
% of All Funds
3.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
35
Increased
55
Reduced
69
Closed
14
Calls
$313K
Puts
–
Net Calls
+$313K
Net Calls Change
+$313K

Top Buyers

1
AWM
1
Aspire Wealth Management
Massachusetts
$7.31M
2
Ameriprise
2
Ameriprise
Minnesota
$43.8M
3
D
3
Dentgroup
Louisiana
$6.38M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$5.75M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$39.5M

Top Sellers

1
EH
1
Equitable Holdings
New York
$229M
2
GM
2
GeoWealth Management
Illinois
$8.19M
3
AWM
3
AE Wealth Management
Kansas
$241K
4
FWP
4
FAS Wealth Partners
Kansas
$56.4M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$506K
Name Market Value Shares Shares
Change 		Shares
Change %
EH
1
Equitable Holdings
New York
$229M 3,187,243 -338,750 -10%
LPL Financial
2
LPL Financial
California
$87.8M 1,222,815 +26,928 +2%
Bank of America
3
Bank of America
North Carolina
$83.3M 1,159,343 -4,499 -0.4%
Morgan Stanley
4
Morgan Stanley
New York
$78.4M 1,091,214 -37,382 -3%
CA
5
Clearstead Advisors
Ohio
$61.4M 855,188 +3,628 +0.4%
FWP
6
FAS Wealth Partners
Kansas
$56.4M 785,874 -118,057 -13%
Wells Fargo
7
Wells Fargo
California
$54.1M 753,913 -20,161 -3%
Ameriprise
8
Ameriprise
Minnesota
$43.8M 611,715 +94,211 +18%
Osaic Holdings
9
Osaic Holdings
Arizona
$39.5M 549,508 +61,679 +13%
UBS Group
10
UBS Group
Switzerland
$28.3M 393,987 -2,573 -0.6%
AAS
11
Avantax Advisory Services
Texas
$21.8M 303,681 +7,691 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$20.6M 286,755 -8,572 -3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$20.5M 285,564 +3,687 +1%
MML Investors Services
14
MML Investors Services
Massachusetts
$19.7M 274,601 +33,253 +14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$19M 264,082 +534 +0.2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$18M 250,613 -22,769 -8%
KJWM
17
Kiley Juergens Wealth Management
Washington
$14M 195,107 -298 -0.2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$13.2M 184,163 +37,252 +25%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$11.9M 166,167 +4,588 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$8.62M 120,058 +2,099 +2%
GM
21
GeoWealth Management
Illinois
$8.19M 113,968 -128,445 -53%
AWA
22
Arkadios Wealth Advisors
Georgia
$7.32M 101,934 +2,581 +3%
AWM
23
Aspire Wealth Management
Massachusetts
$7.31M 101,841 +101,841 New
D
24
Dentgroup
Louisiana
$6.38M 88,781 +88,781 New
CWM
25
Cornerstone Wealth Management
Missouri
$6.26M 87,035 -234 -0.3%
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