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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

204 hedge funds and large institutions have $841M invested in iShares Morningstar Growth ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+7
Holders Change %
+3.55%
% of All Funds
3.27%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
24
Increased
56
Reduced
68
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$4.25M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$7.88M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.1M
4
SFS
4
Sowell Financial Services
Arkansas
$1.94M
5
AAS
5
Avantax Advisory Services
Texas
$19.7M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.89M
2
LPL Financial
2
LPL Financial
California
$60.5M
3
Ameriprise
3
Ameriprise
Minnesota
$18.8M
4
Bank of America
4
Bank of America
North Carolina
$42.5M
5
Wells Fargo
5
Wells Fargo
California
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$4.13M +$26.6K +481 +0.6%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$4.09M -$141K -2,540 -3%
LFAS
28
Level Four Advisory Services
Texas
$4.01M – – –
MWM
29
Marietta Wealth Management
Georgia
$3.99M -$98.9K -1,787 -2%
PCIA
30
Prime Capital Investment Advisors
Kansas
$3.86M -$78.2K -1,412 -2%
CAN
31
Cetera Advisor Networks
California
$3.85M +$734K +13,259 +24%
AWA
32
Arkadios Wealth Advisors
Georgia
$3.76M -$110K -1,978 -3%
OCM
33
One Capital Management
California
$3.66M – – –
D
34
Dentgroup
Louisiana
$3.46M +$91.3K +1,650 +3%
Mariner
35
Mariner
Kansas
$3.38M -$188K -3,389 -5%
JIC
36
Johnson Investment Counsel
Ohio
$3.28M -$153K -2,757 -4%
RJA
37
Raymond James & Associates
Florida
$3.26M +$28.3K +511 +0.9%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$3.1M +$2.56M +46,305 +478%
Creative Planning
39
Creative Planning
Kansas
$3.07M -$264K -4,768 -8%
SFC
40
Strategic Financial Concepts
Texas
$3M +$3M +54,227 New
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$3M -$102K -1,844 -3%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$2.89M -$327K -5,904 -10%
WPIC
43
White Pine Investment Company
Michigan
$2.83M +$928K +16,770 +49%
MFG
44
Merit Financial Group
Georgia
$2.73M -$30.7K -554 -1%
Citadel Advisors
45
Citadel Advisors
Florida
$2.58M +$579K +10,467 +29%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$2.42M +$54.2K +979 +2%
Citigroup
47
Citigroup
New York
$2.3M -$107K -1,933 -4%
TFCP
48
Twin Focus Capital Partners
Massachusetts
$2.28M – – –
GG
49
GenWealth Group
New Jersey
$2.28M -$56.1K -1,014 -2%
Stifel Financial
50
Stifel Financial
Missouri
$2.27M -$186K -3,368 -8%
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