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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

193 hedge funds and large institutions have $806M invested in iShares Morningstar Growth ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-10
Holders Change %
-4.93%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
18
Increased
51
Reduced
68
Closed
28
Calls
$221K
Puts
–
Net Calls
+$221K
Net Calls Change
+$221K

Top Buyers

1
W
1
Wealthquest
Ohio
$35.6M
2
EH
2
Equitable Holdings
New York
$166M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.31M
4
LPL Financial
4
LPL Financial
California
$62.6M
5
CAN
5
Cetera Advisor Networks
California
$4.56M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$16.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.67M
4
AWM
4
AE Wealth Management
Kansas
$0
5
Bank of America
5
Bank of America
North Carolina
$43.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$1.9M +$272K +5,430 +17%
IA
52
IFP Advisors
Florida
$1.81M – – –
DC
53
Davenport & Co
Virginia
$1.8M -$215K -4,295 -11%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.68M -$467K -9,321 -22%
NSIM
55
North Star Investment Management
Illinois
$1.67M +$250 +5 +0%
Citadel Advisors
56
Citadel Advisors
Florida
$1.62M +$1.62M +32,339 New
FFN
57
Focus Financial Network
Minnesota
$1.58M +$32.1K +640 +2%
KA
58
Kovack Advisors
Florida
$1.55M -$511K -10,195 -25%
MIAN
59
Mariner Independent Advisor Network
Kansas
$1.5M +$1.5M +28,554 New
GWM
60
Geneos Wealth Management
Colorado
$1.44M -$17.9K -354 -1%
TW
61
Towerpoint Wealth
California
$1.42M -$78.1K -1,560 -5%
PAG
62
Private Advisor Group
New Jersey
$1.41M +$25.4K +507 +2%
RWP
63
RWA Wealth Partners
Massachusetts
$1.4M – – –
NFG
64
Nations Financial Group
Iowa
$1.39M -$51.5K -1,029 -4%
APA
65
American Portfolios Advisors
New York
$1.39M +$269K +5,370 +24%
BRWA
66
B. Riley Wealth Advisors
Florida
$1.38M +$701 +14 +0.1%
PFG
67
Pinnacle Financial Group
Illinois
$1.26M -$751 -15 -0.1%
DWMG
68
DB Wealth Management Group
California
$1.22M -$709K -14,153 -37%
SFP
69
Sweet Financial Partners
Minnesota
$1.2M +$1.2M +23,923 New
HGWM
70
Horst & Graben Wealth Management
Oregon
$1.19M +$3.86K +77 +0.3%
FTUS
71
Flow Traders U.S.
New York
$1.07M -$107K -2,132 -9%
FSC
72
Full Sail Capital
Oklahoma
$1.05M – – –
CA
73
Cetera Advisors
Colorado
$992K -$32.3K -644 -3%
CAL
74
Capital Advisors Ltd
Ohio
$954K – – –
XF
75
XML Financial
Maryland
$954K – – –
1 2
3
4 5