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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

233 hedge funds and large institutions have $1.15B invested in iShares Morningstar Growth ETF in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+19
Holders Change %
+8.88%
% of All Funds
3.42%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
38
Increased
69
Reduced
73
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$188M
2
SWM
2
Sanctuary Wealth Management
Idaho
$8.46M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.2M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.58M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
CT
2
Clearstead Trust
Maine
$34.5M
3
LPL Financial
3
LPL Financial
California
$71.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.61M
5
FWP
5
FAS Wealth Partners
Kansas
$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$6.41M +$1.55M +22,860 +32%
LWM
27
LongView Wealth Management
Georgia
$6.36M +$6.36M +94,364 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$5.72M +$705K +10,399 +14%
Mariner
29
Mariner
Kansas
$5.54M +$627K +9,243 +13%
WCAMG
30
Woodard & Company Asset Management Group
North Carolina
$5.32M +$3.66M +53,956 +220%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$5.19M -$56.6K -835 -1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$5.11M +$392K +5,779 +8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$5.1M +$62.2K +917 +1%
PCIA
34
Prime Capital Investment Advisors
Kansas
$4.99M -$14.7K -217 -0.3%
OCM
35
One Capital Management
California
$4.93M +$443K +6,539 +10%
LFAS
36
Level Four Advisory Services
Texas
$4.91M – – –
CAN
37
Cetera Advisor Networks
California
$4.66M +$443K +6,529 +10%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$4.58M +$3.94M +58,094 +612%
MWM
39
Marietta Wealth Management
Georgia
$4.48M +$39.6K +584 +0.9%
WPIC
40
White Pine Investment Company
Michigan
$4.35M +$134K +1,972 +3%
IWM
41
IHT Wealth Management
Illinois
$4.16M -$8.82K -130 -0.2%
JIC
42
Johnson Investment Counsel
Ohio
$3.99M – – –
Creative Planning
43
Creative Planning
Kansas
$3.91M -$13K -192 -0.3%
AFTS
44
American Financial & Tax Strategies
New York
$3.9M +$3.9M +57,571 New
D
45
Dentgroup
Louisiana
$3.61M -$741K -10,923 -17%
Stifel Financial
46
Stifel Financial
Missouri
$3.6M -$91.2K -1,345 -2%
SPIA
47
Steward Partners Investment Advisory
New York
$3.54M +$974K +14,357 +38%
AWS
48
Atria Wealth Solutions
New York
$3.51M +$1.7M +25,012 +94%
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$3.43M -$243K -3,582 -7%
MFG
50
Merit Financial Group
Georgia
$3.33M +$32.3K +476 +1%
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