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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

281 hedge funds and large institutions have $1.4B invested in iShares Morningstar Growth ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+31
Holders Change %
+12.4%
% of All Funds
3.74%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
52
Increased
74
Reduced
84
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$127M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$21.4M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$14.7M
4
CA
4
CoreCap Advisors
Michigan
$6.68M
5
P
5
&Partners
Tennessee
$4.62M

Top Sellers

1
EH
1
Equitable Holdings
New York
$247M
2
Wells Fargo
2
Wells Fargo
California
$60.7M
3
EFG
3
Ethos Financial Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$50M
5
FWP
5
FAS Wealth Partners
Kansas
$53.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$7.61M +$336K +3,752 +5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$7.48M -$151K -1,686 -2%
MCC
28
Money Concepts Capital
Florida
$6.99M -$29.4K -328 -0.4%
CA
29
CoreCap Advisors
Michigan
$6.68M +$6.44M +71,861 +2,695%
LFAS
30
Level Four Advisory Services
Texas
$6.45M – – –
WCAMG
31
Woodard & Company Asset Management Group
North Carolina
$6.34M -$329K -3,675 -5%
WPIC
32
White Pine Investment Company
Michigan
$6.18M +$180K +2,008 +3%
AWS
33
Atria Wealth Solutions
New York
$6.15M +$3.4M +37,908 +123%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$5.96M -$26.3K -293 -0.4%
IAG
35
Ipsen Advisor Group
Arkansas
$5.84M +$5.84M +65,216 New
MWM
36
Marietta Wealth Management
Georgia
$5.81M -$31.7K -354 -0.5%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$5.8M +$2.07M +23,138 +56%
OCM
38
One Capital Management
California
$5.78M +$628K +7,010 +12%
ACA
39
Aptus Capital Advisors
Alabama
$5.73M -$1.89M -21,060 -25%
SFG
40
Sunburst Financial Group
Alabama
$5.62M -$1.99M -22,224 -26%
SPIA
41
Steward Partners Investment Advisory
New York
$5.46M +$27.2K +304 +0.5%
IWM
42
IHT Wealth Management
Illinois
$5.28M -$20.9K -233 -0.4%
JIC
43
Johnson Investment Counsel
Ohio
$4.93M -$236K -2,630 -5%
AFTS
44
American Financial & Tax Strategies
New York
$4.82M -$3.23K -36 -0.1%
P
45
&Partners
Tennessee
$4.62M +$4.62M +50,649 New
Stifel Financial
46
Stifel Financial
Missouri
$4.58M -$208K -2,327 -4%
MFG
47
Merit Financial Group
Georgia
$4.56M +$140K +1,567 +3%
AI
48
Atria Investments
North Carolina
$4.55M +$4.55M +50,808 New
FIM
49
Freedom Investment Management
Connecticut
$4.29M +$4.29M +47,934 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$4.24M -$104K -1,162 -2%
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