ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

197 hedge funds and large institutions have $757M invested in iShares Morningstar Growth ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 8 closing their positions.

Holders
197
Holders Change
+14
Holders Change %
+7.65%
% of All Funds
3.18%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
27
Increased
55
Reduced
67
Closed
8
Calls
$223K
Puts
–
Net Calls
+$223K
Net Calls Change
+$16K

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$14M
2
Bank of America
2
Bank of America
North Carolina
$39.7M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.4M
4
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$2.72M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$15.2M

Top Sellers

1
FWP
1
FAS Wealth Partners
Kansas
$33.7M
2
Jane Street
2
Jane Street
New York
$2.07M
3
W
3
Wealthquest
Ohio
$0
4
LPL Financial
4
LPL Financial
California
$57.4M
5
CT
5
Clearstead Trust
Maine
$40.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.55M +$744K +15,293 +27%
LFAS
27
Level Four Advisory Services
Texas
$3.52M – – –
PCIA
28
Prime Capital Investment Advisors
Kansas
$3.46M +$21.5K +441 +0.6%
AWA
29
Arkadios Wealth Advisors
Georgia
$3.4M -$444K -9,125 -12%
OCM
30
One Capital Management
California
$3.22M – – –
Mariner
31
Mariner
Kansas
$3.14M +$2.12M +43,511 +208%
Truist Financial
32
Truist Financial
North Carolina
$3.09M +$1.18M +24,279 +62%
JIC
33
Johnson Investment Counsel
Ohio
$3.02M -$90.1K -1,850 -3%
D
34
Dentgroup
Louisiana
$2.96M -$156K -3,206 -5%
Creative Planning
35
Creative Planning
Kansas
$2.93M -$24.6K -506 -0.8%
RJA
36
Raymond James & Associates
Florida
$2.84M +$873K +17,940 +44%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$2.83M -$64.9K -1,333 -2%
IAG
38
Ipsen Advisor Group
Arkansas
$2.81M +$2.81M +57,652 New
CAN
39
Cetera Advisor Networks
California
$2.74M -$76.1K -1,563 -3%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$2.72M +$2.72M +55,974 New
RA
41
Rodgers & Associates
Pennsylvania
$2.57M -$85.4K -1,754 -3%
MFG
42
Merit Financial Group
Georgia
$2.43M +$20.6K +424 +0.9%
Stifel Financial
43
Stifel Financial
Missouri
$2.16M -$223K -4,581 -9%
Citigroup
44
Citigroup
New York
$2.12M +$376K +7,722 +22%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.08M +$48.3K +993 +2%
Jane Street
46
Jane Street
New York
$2.07M -$5.83M -119,661 -74%
GG
47
GenWealth Group
New Jersey
$2.05M -$38.8K -798 -2%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$2.05M +$59.3K +1,218 +3%
TFCP
49
Twin Focus Capital Partners
Massachusetts
$2.01M – – –
BAMG
50
Brand Asset Management Group
Missouri
$1.86M -$162K -3,319 -8%
1
2
3 4 5