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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

214 hedge funds and large institutions have $936M invested in iShares Morningstar Growth ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 70 reducing their positions, and 23 closing their positions.

Holders
214
Holders Change
-3
Holders Change %
-1.38%
% of All Funds
3.41%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
21
Increased
49
Reduced
70
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$36.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.3M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.61M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.99M

Top Sellers

1
CT
1
Clearstead Trust
Maine
$36.6M
2
AWM
2
AE Wealth Management
Kansas
$225K
3
Ameriprise
3
Ameriprise
Minnesota
$22.1M
4
EH
4
Equitable Holdings
New York
$190M
5
SWM
5
Sanctuary Wealth Management
Idaho
$1.01K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$4.61M +$4.61M +77,292 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.43M -$12.9K -217 -0.3%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$4.41M +$3.52K +59 +0.1%
PCIA
29
Prime Capital Investment Advisors
Kansas
$4.4M +$11.9K +200 +0.3%
Mariner
30
Mariner
Kansas
$4.32M +$300K +5,033 +7%
LFAS
31
Level Four Advisory Services
Texas
$4.32M – – –
RJA
32
Raymond James & Associates
Florida
$4.28M +$34.5K +578 +0.8%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$4.15M +$102K +1,717 +3%
OCM
34
One Capital Management
California
$3.94M – – –
MWM
35
Marietta Wealth Management
Georgia
$3.91M -$18.9K -317 -0.5%
D
36
Dentgroup
Louisiana
$3.82M -$51.2K -858 -1%
AWA
37
Arkadios Wealth Advisors
Georgia
$3.77M -$191K -3,207 -5%
CAN
38
Cetera Advisor Networks
California
$3.71M -$704K -11,794 -16%
WPIC
39
White Pine Investment Company
Michigan
$3.71M +$386K +6,475 +12%
IWM
40
IHT Wealth Management
Illinois
$3.66M +$63.4K +1,063 +2%
JIC
41
Johnson Investment Counsel
Ohio
$3.51M -$3.88K -65 -0.1%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$3.48M +$532K +8,911 +18%
Creative Planning
43
Creative Planning
Kansas
$3.45M +$57K +955 +2%
SFC
44
Strategic Financial Concepts
Texas
$3.33M +$4.77K +80 +0.1%
Stifel Financial
45
Stifel Financial
Missouri
$3.25M +$372K +6,240 +13%
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$3.23M +$4.12K +69 +0.1%
MFG
47
Merit Financial Group
Georgia
$2.9M -$954 -16 -0%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$2.87M -$44.9K -753 -2%
MWP
49
Madison Wealth Partners
Wisconsin
$2.63M +$25.3K +424 +1%
FTUS
50
Flow Traders U.S.
New York
$2.56M +$2.56M +42,871 New
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