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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

252 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.67%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
36
Increased
71
Reduced
76
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
AdvisorShares Investments
Maryland
+$40.6M
2
EH
Equitable Holdings
New York
+$18.9M
3
Bank of America
Bank of America
North Carolina
+$9.02M
4
PAG
Private Advisor Group
New Jersey
+$8.89M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.64M

Top Sellers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$47M
2
SWM
Sanctuary Wealth Management
Idaho
-$10.6M
3
Goldman Sachs
Goldman Sachs
New York
-$8.11M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.89M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$6.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Smartleaf Asset Management
Massachusetts
$574 -$93.2K -1,137 -99%
FHC
252
First Heartland Consultants
Missouri
$238 – +3 +0.1%
HNB
253
Huntington National Bank
Ohio
$81 -$75 – –
GM
254
GeoWealth Management
Illinois
$33 -$381K -5,052 Closed
TCMP
255
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$47M -911,743 Closed
SWM
256
Sanctuary Wealth Management
Idaho
– -$10.6M -140,852 Closed
CA
257
CoreCap Advisors
Michigan
– -$4.04M -53,530 Closed
AI
258
Atria Investments
North Carolina
– -$1.65M -21,844 Closed
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
– -$1.57M -20,797 Closed
FIM
260
Freedom Investment Management
Connecticut
– -$1.47M -19,476 Closed
GAA
261
Global Assets Advisory
Florida
– -$183K -13,815 Closed
FTUS
262
Flow Traders U.S.
New York
– -$779K -10,319 Closed
VAG
263
VisionPoint Advisory Group
Texas
– -$740K -9,802 Closed
Betterment LLC
264
Betterment LLC
New York
– -$613K -8,117 Closed
SB
265
Strategic Blueprint
Georgia
– -$557K -7,384 Closed
CBFP
266
Cedar Brook Financial Partners
Ohio
– -$545K -7,218 Closed
FEM
267
Fulcrum Equity Management
Texas
– -$495K -6,563 Closed
SL
268
SWMG LLC
Texas
– -$403K -5,336 Closed
GCP
269
GSA Capital Partners
United Kingdom
– -$385K -5,100 Closed
TB
270
Treynor Bancshares
Iowa
– -$377K -5,000 Closed
KAS
271
KPP Advisory Services
Kentucky
– -$363K -4,804 Closed
HKIMG
272
Hutchens & Kramer Investment Management Group
Indiana
– -$333K -4,411 Closed
TSS
273
Two Sigma Securities
New York
– -$274K -3,633 Closed
WEG
274
World Equity Group
Illinois
– -$272K -3,598 Closed
EMAM
275
Encompass More Asset Management
California
– -$246K -3,253 Closed
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