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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.22B invested in iShares Morningstar Growth ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+17
Holders Change %
+7.3%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
29
Increased
74
Reduced
88
Closed
8
Calls
$1.44M
Puts
–
Net Calls
+$1.44M
Net Calls Change
+$1.44M

Top Buyers

1
TCMP
1
Thrive Capital Management (Pennsylvania)
Pennsylvania
$47M
2
LPL Financial
2
LPL Financial
California
$95.3M
3
WIA
3
World Investment Advisors
California
$7.99M
4
Goldman Sachs
4
Goldman Sachs
New York
$8.45M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$12.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$105M
2
EH
2
Equitable Holdings
New York
$213M
3
GM
3
GeoWealth Management
Illinois
$381K
4
UBS Group
4
UBS Group
Switzerland
$24M
5
WA
5
Win Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
26
LongView Wealth Management
Georgia
$8.47M +$1.35M +17,823 +19%
Goldman Sachs
27
Goldman Sachs
New York
$8.45M +$7.88M +104,354 +1,382%
WIA
28
World Investment Advisors
California
$7.99M +$7.99M +105,887 New
AWM
29
Aspire Wealth Management
Massachusetts
$7.51M -$65.2K -864 -0.9%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$6.97M +$1.2M +15,891 +21%
Mariner
31
Mariner
Kansas
$6.84M +$674K +8,931 +11%
PCIA
32
Prime Capital Investment Advisors
Kansas
$6.77M +$1.22M +16,130 +22%
RJA
33
Raymond James & Associates
Florida
$6.71M -$426K -5,640 -6%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$6.11M -$259K -3,429 -4%
WCAMG
35
Woodard & Company Asset Management Group
North Carolina
$5.83M -$90.5K -1,199 -2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$5.34M -$335K -4,441 -6%
CAN
37
Cetera Advisor Networks
California
$5.29M +$103K +1,364 +2%
MWM
38
Marietta Wealth Management
Georgia
$4.97M -$21.7K -287 -0.4%
LFAS
39
Level Four Advisory Services
Texas
$4.91M – – –
WPIC
40
White Pine Investment Company
Michigan
$4.88M +$34.9K +463 +0.7%
OCM
41
One Capital Management
California
$4.72M -$762K -10,099 -14%
IWM
42
IHT Wealth Management
Illinois
$4.57M -$54.1K -717 -1%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$4.53M -$1.16M -15,313 -20%
JIC
44
Johnson Investment Counsel
Ohio
$4.43M -$14.3K -189 -0.3%
Creative Planning
45
Creative Planning
Kansas
$4.34M -$6.42K -85 -0.1%
SPIA
46
Steward Partners Investment Advisory
New York
$4.33M +$383K +5,076 +10%
AFTS
47
American Financial & Tax Strategies
New York
$4.19M -$154K -2,044 -4%
SFC
48
Strategic Financial Concepts
Texas
$4.15M +$886K +11,742 +27%
Stifel Financial
49
Stifel Financial
Missouri
$4.1M +$96K +1,272 +2%
CA
50
CoreCap Advisors
Michigan
$4.04M +$1.74M +23,039 +76%
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