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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

183 hedge funds and large institutions have $744M invested in iShares Morningstar Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
183
Holders Change
-10
Holders Change %
-5.18%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
7
Increased
52
Reduced
63
Closed
16
Calls
$207K
Puts
–
Net Calls
+$207K
Net Calls Change
-$14K

Top Buyers

1
CT
1
Clearstead Trust
Maine
$41.4M
2
Jane Street
2
Jane Street
New York
$7.83M
3
EH
3
Equitable Holdings
New York
$166M
4
MFG
4
Merit Financial Group
Georgia
$2.39M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.47M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
W
2
Wealthquest
Ohio
$2.75M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14M
4
Bank of America
4
Bank of America
North Carolina
$34.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.79M -$1.93M -39,980 -34%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$3.78M +$64.7K +1,341 +2%
LFAS
28
Level Four Advisory Services
Texas
$3.49M – – –
IWM
29
IHT Wealth Management
Illinois
$3.46M +$77.4K +1,603 +2%
MWM
30
Marietta Wealth Management
Georgia
$3.45M +$86.1K +1,784 +3%
PCIA
31
Prime Capital Investment Advisors
Kansas
$3.41M -$49.2K -1,019 -1%
OCM
32
One Capital Management
California
$3.19M – – –
JIC
33
Johnson Investment Counsel
Ohio
$3.08M – – –
D
34
Dentgroup
Louisiana
$3.05M -$61.5K -1,293 -2%
Creative Planning
35
Creative Planning
Kansas
$2.93M -$8.93K -185 -0.3%
Goldman Sachs
36
Goldman Sachs
New York
$2.88M -$1.27M -26,369 -31%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$2.87M -$110K -2,278 -4%
CAN
38
Cetera Advisor Networks
California
$2.8M -$1.59M -33,012 -36%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.78M +$398K +8,258 +17%
W
40
Wealthquest
Ohio
$2.75M -$31.5M -652,827 -92%
RA
41
Rodgers & Associates
Pennsylvania
$2.64M -$1.98K -41 -0.1%
MFG
42
Merit Financial Group
Georgia
$2.39M +$2.39M +49,474 New
Stifel Financial
43
Stifel Financial
Missouri
$2.36M +$36.7K +761 +2%
CC
44
Corsicana & Co
Texas
$2.15M -$129K -2,673 -6%
GG
45
GenWealth Group
New Jersey
$2.07M -$99.3K -2,057 -5%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$2.01M -$48.3K -1,000 -2%
BAMG
47
Brand Asset Management Group
Missouri
$2M +$4.73K +98 +0.2%
TFCP
48
Twin Focus Capital Partners
Massachusetts
$1.99M – – –
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$1.97M -$167K -3,468 -8%
RJA
50
Raymond James & Associates
Florida
$1.95M -$144K -2,990 -7%
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