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iShares Morningstar Growth ETF
ILCG

Overview Fund Activity

183 hedge funds and large institutions have $744M invested in iShares Morningstar Growth ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 52 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
183
Holders Change
-10
Holders Change %
-5.18%
% of All Funds
3.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
7
Increased
52
Reduced
63
Closed
16
Calls
$207K
Puts
–
Net Calls
+$207K
Net Calls Change
-$14K

Top Buyers

1
CT
1
Clearstead Trust
Maine
$41.4M
2
Jane Street
2
Jane Street
New York
$7.83M
3
EH
3
Equitable Holdings
New York
$166M
4
MFG
4
Merit Financial Group
Georgia
$2.39M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$6.47M

Top Sellers

1
CA
1
Clearstead Advisors
Ohio
$0
2
W
2
Wealthquest
Ohio
$2.75M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14M
4
Bank of America
4
Bank of America
North Carolina
$34.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$1.89M +$24.8K +514 +1%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.81M -$670K -13,889 -27%
AHC
53
Adell Harriman & Carpenter
Texas
$1.73M +$1.73M +35,870 New
MIAN
54
Mariner Independent Advisor Network
Kansas
$1.73M +$352K +7,286 +26%
Citigroup
55
Citigroup
New York
$1.73M -$102K -2,123 -6%
DC
56
Davenport & Co
Virginia
$1.69M -$39.8K -824 -2%
NSIM
57
North Star Investment Management
Illinois
$1.56M -$50.3K -1,042 -3%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.55M -$68.8K -1,425 -4%
IA
59
IFP Advisors
Florida
$1.53M -$276K -1,586 -15%
FFN
60
Focus Financial Network
Minnesota
$1.53M +$1.16K +24 +0.1%
APA
61
American Portfolios Advisors
New York
$1.52M +$182K +3,775 +14%
KA
62
Kovack Advisors
Florida
$1.5M +$10.7K +221 +0.7%
NFG
63
Nations Financial Group
Iowa
$1.39M +$48.8K +1,011 +4%
TW
64
Towerpoint Wealth
California
$1.36M -$6.76K -140 -0.5%
PAG
65
Private Advisor Group
New Jersey
$1.36M -$1.59K -33 -0.1%
RWP
66
RWA Wealth Partners
Massachusetts
$1.34M – – –
AWS
67
Atria Wealth Solutions
New York
$1.33M +$681K +14,117 +105%
BRWA
68
B. Riley Wealth Advisors
Florida
$1.3M -$29.3K -607 -2%
PFG
69
Pinnacle Financial Group
Illinois
$1.21M – – –
DWMG
70
DB Wealth Management Group
California
$1.18M -$627 -13 -0.1%
SFP
71
Sweet Financial Partners
Minnesota
$1.16M +$2.56K +53 +0.2%
WPIC
72
White Pine Investment Company
Michigan
$1.14M +$252K +5,216 +28%
HGWM
73
Horst & Graben Wealth Management
Oregon
$1.09M -$57.1K -1,184 -5%
FSC
74
Full Sail Capital
Oklahoma
$1.01M – – –
Mariner
75
Mariner
Kansas
$1.01M +$136K +2,826 +16%
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3
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