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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

281 hedge funds and large institutions have $1.4B invested in iShares Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
52
Increased
74
Reduced
84
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.7M
4
CA
4
CoreCap Advisors
Michigan
$6.68M
5
P
5
&Partners
Tennessee
$4.62M

Top Sellers

1
EH
1
Equitable Holdings
New York
$247M
2
Wells Fargo
2
Wells Fargo
California
$60.7M
3
EFG
3
Ethos Financial Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$50M
5
FWP
5
FAS Wealth Partners
Kansas
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
226
Eastern Bank
Massachusetts
$223K – – –
Cerity Partners
227
Cerity Partners
New York
$221K – – –
TC
228
TownSquare Capital
Utah
$215K +$215K +2,402 New
GLA
229
Good Life Advisors
Pennsylvania
$215K +$215K +2,400 New
BFS
230
BridgePort Financial Solutions
Iowa
$214K +$214K +2,468 New
ECA
231
Elevation Capital Advisory
Oregon
$208K +$208K +2,318 New
SWAG
232
Spectrum Wealth Advisory Group
California
$204K -$19.7K -220 -9%
MC
233
McCarthy & Cox
Ohio
$202K +$202K +2,250 New
HIA
234
Harbor Investment Advisory
Maryland
$202K – – –
PCH
235
PGIM Custom Harvest
New Jersey
$202K +$202K +2,250 New
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$177K – – –
AF
237
Allworth Financial
California
$164K – – –
CA
238
Crewe Advisors
Utah
$156K -$12.1K -135 -7%
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$154K – – –
CMA
240
Cedar Mountain Advisors
Oregon
$149K – – –
SIM
241
Synergy Investment Management
Florida
$140K +$140K +1,565 New
TFGT
242
TS Financial Group (TSFG)
Illinois
$116K – – –
HBW
243
Hazlett, Burt & Watson
West Virginia
$108K – – –
US Bancorp
244
US Bancorp
Minnesota
$93.1K -$8.42K -94 -8%
CFGS
245
Concourse Financial Group Securities
Alabama
$91.1K – – –
MWM
246
MGB Wealth Management
Texas
$89.6K – – –
AWM
247
Avior Wealth Management
Nebraska
$89.2K – – –
UB
248
UMB Bank
Missouri
$80.5K -$7.08K -79 -8%
WTA
249
Washington Trust Advisors
Massachusetts
$67.2K – – –
SSB
250
Sandy Spring Bank
Maryland
$66K – – –
8 9
10
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