ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

233 hedge funds and large institutions have $1.15B invested in iShares Morningstar Growth ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 16 closing their positions.

Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
38
Increased
69
Reduced
73
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$188M
2
SWM
2
Sanctuary Wealth Management
Idaho
$8.46M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.58M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
CT
2
Clearstead Trust
Maine
$34.5M
3
LPL Financial
3
LPL Financial
California
$71.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.61M
5
FWP
5
FAS Wealth Partners
Kansas
$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
226
Archer Investment Corporation
Indiana
$10.9K – – –
DF
227
Dunhill Financial
United Kingdom
$8.81K +$8.81K +130 New
VL
228
Vima LLC
Michigan
$7.8K +$7.8K +115 New
WAM
229
WFA Asset Management
Wisconsin
$3.54K +$3.54K +52 New
CAS
230
Coppell Advisory Solutions
Texas
$2.04K +$2.04K +30 New
CP
231
Castleview Partners
Texas
$746 +$746 +11 New
IGWM
232
ICA Group Wealth Management
Colorado
$543 +$543 +8 New
AA
233
Addison Advisors
Vermont
$272 – – –
HNB
234
Huntington National Bank
Ohio
$68 -$60 – –
CA
235
Clearstead Advisors
Ohio
– -$36.6M -614,062 Closed
FTUS
236
Flow Traders U.S.
New York
– -$2.56M -42,871 Closed
NFG
237
Nations Financial Group
Iowa
– -$2.44M -40,876 Closed
Marshall Wace
238
Marshall Wace
United Kingdom
– -$637K -10,675 Closed
Jane Street
239
Jane Street
New York
– -$636K -10,658 Closed
CRC
240
Curi RMB Capital
Illinois
– -$529K -8,875 Closed
CSPIA
241
Cary Street Partners Investment Advisory
Virginia
– -$264K -4,427 Closed
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
– -$245K -4,111 Closed
KFA
243
Kelleher Financial Advisors
New York
– -$237K -3,970 Closed
LAM
244
LifePro Asset Management
California
– -$205K -3,432 Closed
SSWM
245
Sheets Smith Wealth Management
North Carolina
– -$70.1K -1,175 Closed
RIA
246
Realta Investment Advisors
Delaware
– -$44.7K -717 Closed
Legacy Financial Group (Iowa)
247
Legacy Financial Group (Iowa)
Iowa
– -$36.7K -615 Closed
BF
248
BOK Financial
Oklahoma
– -$21.7K -370 Closed
FAM
249
Flaharty Asset Management
Florida
– -$14.9K -250 Closed
FIA
250
FNY Investment Advisers
New York
– -$11K -200 Closed
6 7 8 9
10