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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

193 hedge funds and large institutions have $806M invested in iShares Morningstar Growth ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 28 closing their positions.

Holders
193
Holders Change
-10
Holders Change %
-4.93%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
18
Increased
51
Reduced
68
Closed
28
Calls
$221K
Puts
–
Net Calls
+$221K
Net Calls Change
+$221K

Top Buyers

1
W
1
Wealthquest
Ohio
$35.6M
2
EH
2
Equitable Holdings
New York
$166M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.31M
4
LPL Financial
4
LPL Financial
California
$62.6M
5
CAN
5
Cetera Advisor Networks
California
$4.56M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$16.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.67M
4
AWM
4
AE Wealth Management
Kansas
$0
5
Bank of America
5
Bank of America
North Carolina
$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$4.31M +$4.31M +85,956 New
S
27
Surevest
California
$4.1M +$140K +2,804 +4%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$3.86M +$81.8K +1,633 +2%
LFAS
29
Level Four Advisory Services
Texas
$3.63M – – –
PCIA
30
Prime Capital Investment Advisors
Kansas
$3.59M +$129K +2,578 +4%
IWM
31
IHT Wealth Management
Illinois
$3.51M -$236K -4,708 -6%
MWM
32
Marietta Wealth Management
Georgia
$3.49M +$275K +5,493 +9%
OCM
33
One Capital Management
California
$3.31M -$120K -2,400 -4%
D
34
Dentgroup
Louisiana
$3.27M -$1.22M -24,428 -27%
JIC
35
Johnson Investment Counsel
Ohio
$3.2M -$62.6K -1,250 -2%
SFG
36
Sunburst Financial Group
Alabama
$3.14M +$992K +19,807 +46%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$3.09M -$236K -4,715 -7%
Creative Planning
38
Creative Planning
Kansas
$3.05M +$33.7K +673 +1%
RA
39
Rodgers & Associates
Pennsylvania
$2.74M +$40K +798 +1%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.61M +$74.6K +1,472 +3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.47M -$952 -19 -0%
Stifel Financial
42
Stifel Financial
Missouri
$2.42M +$253K +5,054 +12%
CC
43
Corsicana & Co
Texas
$2.37M -$525K -10,477 -18%
GG
44
GenWealth Group
New Jersey
$2.25M -$37.1K -741 -2%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$2.22M -$902 -18 -0%
RJA
46
Raymond James & Associates
Florida
$2.17M +$24.5K +489 +1%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$2.14M -$12.6K -251 -0.6%
BAMG
48
Brand Asset Management Group
Missouri
$2.07M -$852 -17 -0%
TFCP
49
Twin Focus Capital Partners
Massachusetts
$2.07M – – –
Truist Financial
50
Truist Financial
North Carolina
$1.94M +$642K +12,810 +49%
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