ILCG icon

iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

252 hedge funds and large institutions have $1.34B invested in iShares Morningstar Growth ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+2
Holders Change %
+0.8%
% of All Funds
3.67%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
36
Increased
71
Reduced
76
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
AdvisorShares Investments
Maryland
$40.6M
2
EH
2
Equitable Holdings
New York
$249M
3
Bank of America
3
Bank of America
North Carolina
$55.7M
4
PAG
4
Private Advisor Group
New Jersey
$11.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$24M

Top Sellers

1
TCMP
1
Thrive Capital Management (Pennsylvania)
Pennsylvania
$0
2
SWM
2
Sanctuary Wealth Management
Idaho
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$996K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.42M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Aspire Wealth Management
Massachusetts
$8.03M -$66.9K -822 -0.8%
SFG
27
Sunburst Financial Group
Alabama
$7.99M -$1.21M -14,818 -13%
PCIA
28
Prime Capital Investment Advisors
Kansas
$7.62M +$326K +3,999 +4%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$7.43M -$85.2K -1,047 -1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$7.42M -$6.89M -84,603 -48%
Mariner
31
Mariner
Kansas
$7.27M -$107K -1,316 -1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$6.83M +$1.07M +13,116 +19%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$6.69M -$6.8M -83,547 -50%
AWM
34
AE Wealth Management
Kansas
$6.64M +$6.64M +81,564 New
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$6.62M +$33.4K +410 +0.5%
WCAMG
36
Woodard & Company Asset Management Group
North Carolina
$6.2M -$90.7K -1,114 -1%
LFAS
37
Level Four Advisory Services
Texas
$5.86M -$30.8K -378 -0.5%
WPIC
38
White Pine Investment Company
Michigan
$5.3M +$37.4K +460 +0.7%
MWM
39
Marietta Wealth Management
Georgia
$5.24M -$115K -1,415 -2%
SPIA
40
Steward Partners Investment Advisory
New York
$4.95M +$278K +3,420 +6%
IWM
41
IHT Wealth Management
Illinois
$4.85M -$79.1K -972 -2%
JIC
42
Johnson Investment Counsel
Ohio
$4.78M -$814 -10 -0%
OCM
43
One Capital Management
California
$4.77M -$318K -3,910 -6%
Creative Planning
44
Creative Planning
Kansas
$4.77M +$87.3K +1,072 +2%
Stifel Financial
45
Stifel Financial
Missouri
$4.71M +$283K +3,472 +6%
AFTS
46
American Financial & Tax Strategies
New York
$4.49M -$32.7K -402 -0.7%
MFG
47
Merit Financial Group
Georgia
$4.01M +$4.07K +50 +0.1%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$3.99M -$890K -10,929 -18%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$3.65M -$85.9K -1,055 -2%
MWP
50
Madison Wealth Partners
Wisconsin
$3.62M -$9.44K -116 -0.3%
1
2
3 4 5