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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

250 hedge funds and large institutions have $1.29B invested in iShares Morningstar Growth ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
19
Increased
57
Reduced
94
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$7.28M
2
ACA
2
Aptus Capital Advisors
Alabama
$7.15M
3
MCC
3
Money Concepts Capital
Florida
$6.58M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.6M
5
SC
5
Savant Capital
Illinois
$3.36M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$845K
2
AI
2
AdvisorShares Investments
Maryland
$0
3
WIA
3
World Investment Advisors
California
$0
4
PAG
4
Private Advisor Group
New Jersey
$2.61M
5
LPL Financial
5
LPL Financial
California
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$7.39M -$121K -1,443 -2%
EFG
27
Ethos Financial Group
Pennsylvania
$7.28M +$7.28M +86,635 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$7.16M -$3.43M -40,824 -32%
ACA
29
Aptus Capital Advisors
Alabama
$7.15M +$7.15M +85,050 New
SFG
30
Sunburst Financial Group
Alabama
$7.14M -$1.11M -13,199 -13%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$6.82M -$11.5K -137 -0.2%
MCC
32
Money Concepts Capital
Florida
$6.58M +$3.49M +41,480 +112%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$6.37M -$538K -6,405 -8%
WCAMG
34
Woodard & Company Asset Management Group
North Carolina
$6.26M -$145K -1,721 -2%
LFAS
35
Level Four Advisory Services
Texas
$6.04M – – –
WPIC
36
White Pine Investment Company
Michigan
$5.63M +$161K +1,913 +3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$5.61M -$1.43M -17,065 -20%
MWM
38
Marietta Wealth Management
Georgia
$5.48M +$66.1K +786 +1%
SPIA
39
Steward Partners Investment Advisory
New York
$5.1M -$6.72K -80 -0.1%
IWM
40
IHT Wealth Management
Illinois
$4.97M -$37.2K -443 -0.7%
SA
41
Sanctuary Advisors
Indiana
$4.93M +$1.38M +15,405 +39%
Creative Planning
42
Creative Planning
Kansas
$4.86M -$61.9K -736 -1%
JIC
43
Johnson Investment Counsel
Ohio
$4.85M -$87.5K -1,041 -2%
OCM
44
One Capital Management
California
$4.83M -$97.8K -1,164 -2%
AFTS
45
American Financial & Tax Strategies
New York
$4.52M -$109K -1,292 -2%
Stifel Financial
46
Stifel Financial
Missouri
$4.49M -$369K -4,394 -8%
MFG
47
Merit Financial Group
Georgia
$4.15M +$6.81K +81 +0.2%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$4.07M -$47.4K -564 -1%
MWP
49
Madison Wealth Partners
Wisconsin
$3.76M +$14.4K +171 +0.4%
D
50
Dentgroup
Louisiana
$3.65M -$16.5K -196 -0.4%
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