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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
$249M
3
Bank of America
Bank of America
North Carolina
$55.7M
4
PAG
Private Advisor Group
New Jersey
$11.1M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$24M

Top Sellers

1
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$0
2
SWM
Sanctuary Wealth Management
Idaho
$0
3
Goldman Sachs
Goldman Sachs
New York
$996K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.42M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFP
276
Leeward Financial Partners
Washington
– -$215K -2,850 Closed
CI
277
CPR Investments
Michigan
– -$208K -2,761 Closed
IPW
278
Impact Partnership Wealth
Georgia
– -$69.1K -916 Closed
SWM
279
Spire Wealth Management
Virginia
– -$30.2K -400 Closed
CCMI
280
Creative Capital Management Investments
California
– -$16.6K -220 Closed
VL
281
Vima LLC
Michigan
– -$6.37K -115 Closed
CP
282
Castleview Partners
Texas
– -$3.1K -41 Closed
IGWM
283
ICA Group Wealth Management
Colorado
– -$981 -13 Closed
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