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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

203 hedge funds and large institutions have $1.06B invested in iShares Morningstar Growth ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
3.21%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
21
Increased
58
Reduced
73
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$79.2M
2
AWM
2
AE Wealth Management
Kansas
$7.17M
3
S
3
Surevest
California
$5.14M
4
OCM
4
One Capital Management
California
$4.45M
5
GM
5
GeoWealth Management
Illinois
$11.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$63.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.7M
3
US Bancorp
3
US Bancorp
Minnesota
$438K
4
EH
4
Equitable Holdings
New York
$204M
5
Ameriprise
5
Ameriprise
Minnesota
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
D
26
Dentgroup
Louisiana
$5.83M +$63.4K +975 +1%
S
27
Surevest
California
$5.14M +$4.86M +74,843 +1,769%
PCIA
28
Prime Capital Investment Advisors
Kansas
$4.96M – – –
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$4.9M -$38K -584 -0.8%
IWM
30
IHT Wealth Management
Illinois
$4.87M -$40.9K -629 -0.8%
LFAS
31
Level Four Advisory Services
Texas
$4.71M – – –
OCM
32
One Capital Management
California
$4.45M +$4.45M +68,480 New
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$4.31M -$894K -13,752 -17%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$4.24M +$4.24M +65,284 New
JIC
35
Johnson Investment Counsel
Ohio
$4.24M -$30.9K -476 -0.7%
MWM
36
Marietta Wealth Management
Georgia
$4.17M +$356K +5,483 +9%
Creative Planning
37
Creative Planning
Kansas
$3.91M -$18.6K -286 -0.5%
CC
38
Corsicana & Co
Texas
$3.76M +$78.8K +1,212 +2%
CAN
39
Cetera Advisor Networks
California
$3.66M +$338K +5,203 +10%
RA
40
Rodgers & Associates
Pennsylvania
$3.5M +$56.1K +863 +2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$3.25M +$581K +8,932 +22%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$3.21M -$23.9K -368 -0.7%
GG
43
GenWealth Group
New Jersey
$2.97M -$67.1K -1,032 -2%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$2.88M -$216K -3,320 -7%
Stifel Financial
45
Stifel Financial
Missouri
$2.81M -$1.14M -17,607 -29%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$2.79M -$75K -1,154 -3%
SFG
47
Sunburst Financial Group
Alabama
$2.79M +$2.38M +36,667 +587%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$2.79M +$2.57M +39,484 +1,158%
RJA
49
Raymond James & Associates
Florida
$2.79M +$131K +2,011 +5%
BAMG
50
Brand Asset Management Group
Missouri
$2.69M -$390 -6 -0%
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