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

Top Sellers

1
EH
Equitable Holdings
New York
$247M
2
Wells Fargo
Wells Fargo
California
$60.7M
3
EFG
Ethos Financial Group
Pennsylvania
$0
4
Bank of America
Bank of America
North Carolina
$50M
5
FWP
FAS Wealth Partners
Kansas
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
251
AmeriFlex Group
Nevada
$56K +$56K +610 New
RIA
252
Realta Investment Advisors
Delaware
$53K – – –
SL
253
Salomon & Ludwin
Virginia
$52.5K -$2.69K -30 -5%
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$49.1K -$34.5K -385 -41%
EW
255
Element Wealth
Mississippi
$48.2K – – –
MCM
256
MidAtlantic Capital Management
Virginia
$47.8K – – –
Qube Research & Technologies (QRT)
257
Qube Research & Technologies (QRT)
United Kingdom
$45.5K +$13.9K +155 +44%
LFG
258
Larson Financial Group
Missouri
$44.8K – – –
AWM
259
Atticus Wealth Management
Florida
$39.5K – – –
HHGA
260
Halbert Hargrove Global Advisors
California
$39.4K +$39.4K +440 New
GJIA
261
Glass Jacobson Investment Advisors
Maryland
$39K – – –
KA
262
Kozak & Associates
Colorado
$36.9K -$21.6K -237 -37%
CJ
263
Caitlin John
Michigan
$30.1K -$5.02K -56 -14%
NB
264
NBT Bank
New York
$25.6K – – –
CP
265
Castleview Partners
Texas
$25.4K +$25.4K +283 New
JFA
266
JNBA Financial Advisors
Minnesota
$25K – – –
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$24.5K +$24.5K +273 New
PA
268
PSI Advisors
Florida
$21.9K +$89 +1 +0.4%
NWM
269
Nova Wealth Management
Florida
$15.7K +$15.7K +175 New
Simplex Trading
270
Simplex Trading
Illinois
$15K +$15K +171 New
AIC
271
Archer Investment Corporation
Indiana
$14.3K – – –
DF
272
Dunhill Financial
United Kingdom
$11.6K – – –
PMFA
273
Plante Moran Financial Advisors
Michigan
$9.59K – – –
SMA
274
Sage Mountain Advisors
Georgia
$8.96K +$8.96K +100 New
Russell Investments Group
275
Russell Investments Group
United Kingdom
$8.14K -$447 -5 -5%
8 9 10
11
12