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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.22B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+17
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
29
Increased
74
Reduced
88
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$47M
2
LPL Financial
LPL Financial
California
$95.3M
3
WIA
World Investment Advisors
California
$7.99M
4
Goldman Sachs
Goldman Sachs
New York
$8.45M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$12.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$105M
2
EH
Equitable Holdings
New York
$213M
3
GM
GeoWealth Management
Illinois
$381K
4
UBS Group
UBS Group
Switzerland
$24M
5
WA
Win Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
226
Concourse Financial Group Securities
Alabama
$69.8K – – –
IPW
227
Impact Partnership Wealth
Georgia
$69.1K – – –
WTA
228
Washington Trust Advisors
Massachusetts
$56.6K – – –
SSB
229
Sandy Spring Bank
Maryland
$55.6K +$55.6K +737 New
RIA
230
Realta Investment Advisors
Delaware
$54.2K +$54.2K +718 New
KA
231
Kozak & Associates
Colorado
$49.1K +$77 +1 +0.2%
EW
232
Element Wealth
Mississippi
$40.6K – – –
MCM
233
MidAtlantic Capital Management
Virginia
$40.3K – – –
CJ
234
Caitlin John
Michigan
$34.5K – – –
GJIA
235
Glass Jacobson Investment Advisors
Maryland
$32.7K +$75 +1 +0.2%
SWM
236
Spire Wealth Management
Virginia
$30.2K -$3.25K -43 -10%
SN
237
Sittner & Nelson
Oregon
$29.6K – – –
FCA
238
FinTrust Capital Advisors
South Carolina
$26.8K – – –
NB
239
NBT Bank
New York
$21.6K +$21.6K +286 New
JFA
240
JNBA Financial Advisors
Minnesota
$21.1K – – –
PA
241
PSI Advisors
Florida
$18.3K – – –
CCMI
242
Creative Capital Management Investments
California
$16.6K +$16.6K +220 New
AIC
243
Archer Investment Corporation
Indiana
$12.1K – – –
DF
244
Dunhill Financial
United Kingdom
$9.8K – – –
Russell Investments Group
245
Russell Investments Group
United Kingdom
$7.21K -$14K -184 -66%
VL
246
Vima LLC
Michigan
$6.37K – – –
WAM
247
WFA Asset Management
Wisconsin
$3.94K – – –
CP
248
Castleview Partners
Texas
$3.1K +$2.27K +30 +273%
IGWM
249
ICA Group Wealth Management
Colorado
$981 +$377 +5 +63%
AA
250
Addison Advisors
Vermont
$604 +$302 +4 +100%
7 8 9
10
11